Thomas Emmerling
Thomas Emmerling is a CFP-designated registered investment advisor at Dopkins Wealth Management, LLC, based in Williamsville, NY, with 4 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 312 clients with $720M 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 | 1.50% |
Fees typically range from 0.50% to 1.50% per year depending on the size and complexity of the client’s accounts as well as services required. Accounts exceeding $2 million may be subject to lower negotiated fees.
Fee Estimator
Location
200 International Drive, Williamsville, NY, 14221
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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
Thomas is the owner of 200 International Drive, LLC, an LLC set up to receive rent for Dopkins & Company, since September 2021. He spends minimal time on this real estate investment activity.
Employment History
Current Registrations
Dopkins Wealth Management, LLC
State Registrations1 state
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