DB
CFA
DB
CFA

Dwight Bottomley

9 Years of Experience
Halmstad

Dwight Bottomley is a CFA-designated registered investment advisor at Longbow Asset Management, based in Halmstad, with 9 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 136 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
136 clients
Average Client Portfolio
$966K average
Assets Under Management
$131.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable. In some cases, Longbow may agree to be compensated by a fixed fee or by a custom tiered fee schedule.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dwight is the Managing Director of West Coast Data Designs AB, a Swedish company he formed to simplify tax compliance. He spends minimal time on this activity, using the entity to invoice Longbow Asset Management.

Employment History
Current Registrations
Longbow Asset Management
October 2016 - Present · 9 yrs 7 mos
State Registrations1 state
OK
Advisor

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
No exam information available for this advisor.
Dwight Bottomley - Financial Advisor | TrueAdvisor