Margaret Doviak is a CFP-designated registered investment advisor at D.M. Wealth Management, INC., based in Norman, OK, with 22 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 443 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D.M. Wealth charges a fee based on the value of your portfolio. The standard management fee is 1.25% per year, but it can be negotiated lower. The maximum fee is 2% per year, which is assigned when there are complicating circumstances to the engagement. This fee covers both investment supervision and advice. You'll also pay transaction fees to the company that holds your account. You can choose to be a financial planning client only and manage your own investments.
Location
201 East Main Street, Norman, OK, 73069
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
Margaret works as an editor for NOAA, editing scientific manuscripts. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
D.M. Wealth Management, INC.
Previous Registrations
Legacy Wealth Management, LLC
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.