Dustin Rollins
Dustin Rollins is a registered investment advisor at Coppell Advisory Solutions LLC, based in Deland, FL, with 11 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
Deland, FL
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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 ActivitiesSells Insurance
Dustin is an insurance agent with Oxford Business Services Inc. since 2010, dedicating about half of his time to meeting with clients and case design. Dustin also owns Taxplanners USA, LLC, a tax preparation business, and works as a lead consultant for College Funding, spending about 10-20% of his time consulting with clients about college planning.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Precision Capital Management
Horter Investment Management, LLC
State Registrations1 state
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