Durraj Tase is a registered investment advisor at Dt Investments I LLC, based in Lakewood Ranch, FL, with 13 years of industry experience. Durraj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DT Investments I LLC offers investment management services where fees are negotiable and range from 0.25% to 1.00% of the value of your portfolio annually. The final fee schedule is in the Investment Advisory Contract. Fees are invoiced and billed directly to be paid by check or wire transfer and are paid quarterly. DT Investments I LLC may also provide consulting or advisory services on a fixed-fee basis up to $250,000, which is also negotiable.
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Durraj is the CEO of DT Investments I LLC, where he advises one individual on markets and investment portfolios. This activity takes Durraj a few hours per week during trading hours.
Employment History
Current Registrations
Dt Investments I LLC
Previous Registrations
Banc of America Investment Services, INC.
State Registrations2 states
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.