Dean Davis is a CFA-designated registered investment advisor at Marienplatz Wealth Management LLC, based in Plano, TX, with 26 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marienplatz Wealth Management's fees for managing your investments are a percentage of the value of those investments. The specific percentage depends on the type of assets and the amount invested.
For equity management:
- Under $1,000,000: 1.000%
- $1,000,000 and up: 0.900%
For fixed income management:
- Up to $2,499,000: 0.500%
- $2,500,000 to $4,999,999.99: 0.400%
- $5,000,000 and up: 0.350%
For mutual fund management:
- Equity up to $999,999.99: 1.000%
- Equity $1,000,000 to $2,499,999.99: 0.900%
- Equity $2,500,000 to $4,999,999.99: 0.900%
- Equity $5,000,000 and up: 0.900%
- Fixed Income up to $999,999.99: 0.500%
- Fixed Income $1,000,000 to $2,499,999.99: 0.500%
- Fixed Income $2,500,000 to $4,999,999.99: 0.400%
- Fixed Income $5,000,000 and up: 0.350%
These fees are negotiable. Client accounts may be aggregated for fee calculations.
Location
Plano, TX
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Dean is a director of the general partner of his father's family limited partnership, Brightline Inc., since 2004, which is involved in real estate management. He spends minimal time on this activity.
Employment History
Current Registrations
Marienplatz Wealth Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
Spinnaker Capital Management, INC.
State Registrations1 state
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