DC
DC

Dustin Cantrell

12 Years of Experience
Kennesaw, GA

Dustin Cantrell is a registered investment advisor at Bdm Investments, INC., based in Kennesaw, GA, with 12 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $44M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
40 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$44.1M

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.25%
$3.0M - $10.0M1.00%
$10M+0.75%

This schedule combines BDM Investments' and Savant Wealth Management's fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3620 Kennesaw North Ind. Pkwy, Kennesaw, GA, 30144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dustin is a senior accountant and shareholder of Cantrell & Associates, PC, an accounting firm, since 1995. He dedicates nearly full-time hours to providing accounting, compliance, and tax consulting services to clients of the firm.

Employment History
Current Registrations
Bdm Investments, INC.
July 2013 - Present · 12 yrs 10 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.