Brian Dumont
Brian Dumont is a registered investment advisor at Dumont Wealth, based in Miami, FL, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 17 clients with $12M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Miami, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Brian is the CEO, CCO, and an active insurance agent through Dumont Financial LLC, offering various insurance products and deriving a significant portion of his income from this. He is also the Co-Founder, President, and CEO of Gondola InsurTech Corp, an insurance agency and technology company, dedicating about a quarter of his time to this venture.
Employment History
Current Registrations
Dumont Wealth
Previous Registrations
Cambridge Investment Research, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.