Dudley Simms is a CFA, CFP-designated registered investment advisor at Bmss Wesson Wealth Solutions, based in Birmingham, AL, with 16 years of industry experience. Dudley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 265 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fee schedule serves as a general guideline and is subject to negotiation at the firm's discretion. Accounts over $10M are separately negotiated.
Fee Estimator
Location
3500 Colonnade Parkway, Suite 150, Birmingham, AL, 35243
Get directionsHistory
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
Dudley is a member of SIMMCO, LLC, owning and managing commercial real estate since 1999. He dedicates minimal time to this activity.
Employment History
Current Registrations
Bmss Wesson Wealth Solutions
Previous Registrations
Fisher Investments
Cwm, LLC
Chessman Wealth Strategies
J. P. Morgan Securities INC.
Jpmorgan Securities INC
Merrill Lynch Investment Managers LP
State Registrations1 state
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
More Advisors
- Felix Tankersley, CFPBmss Wesson Wealth Solutions
- Jonathan Brooks, CFP, ChFCBmss Wesson Wealth Solutions
- Patrick Long, CFPCommonwealth Financial Network
- Jeffrey Mccormack, CFPSavant Wealth Management
- Charles Smith, CFA, CFPThe Welch Group, LLC
- Shannon Pike, CFPKassouf Wealth Advisors, LLC