Kurt Weselius is a registered investment advisor at Dublin Wealth Management, INC., based in Birmingham, AL, with 18 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dublin Wealth Management's investment management fees are based on a percentage of the assets they manage. The exact percentage is negotiable, but here are the general guidelines:
- Less than $250,000: 0.25% to 2.00%
- Next $750,000: 0.25% to 2.00%
- Next $1,000,000: 0.25% to 2.00%
- $2,000,000 and up: Negotiable
There is a $100 minimum yearly fee. Fees are paid quarterly, in arrears, based on the market value of your assets. Funds invested in wrap programs have a different fee schedule.
Location
Birmingham, AL
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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 →Employment History
Current Registrations
Dublin Wealth Management, INC.
Previous Registrations
Dublin Wealth Management, INC.
Aura Asset Management, INC.
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.