Margaret Doviak is a CFP-designated registered investment advisor at D.M. Wealth Management, INC., based in Norman, OK, with 23 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 195 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual management fee is 1.25%, with a maximum fee of 2.00% for complex situations. Fees are negotiable.
Fee Estimator
Location
201 East Main Street, Norman, OK, 73069
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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
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.
Exams
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