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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 231 clients with $580M 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% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation at BWWS’s sole discretion.
Fee Estimator
Location
3500 Colonnade Parkway, Suite 150, Birmingham, AL, 35243
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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
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
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