Dina Wirth
Dina Wirth is a registered investment advisor at Redwing Financial, based in St. Charles, IL, with 19 years of industry experience. Dina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 105 clients with $41M 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 $100K | 1.25% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees range from 0.50% to 1.25% depending on asset level and investment objective. Accounts under $25,000 in routine automatic investment programs may be free until reaching $25,000.
Fee Estimator
Location
451 Dunham Road, Suite 202, St. Charles, IL, 60174
Get directionsHistory
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
Dina is a certified holistic nutritional consultant, providing probono speaking engagements. She also writes life insurance and long-term care insurance, dedicating minimal time to this activity, and is an investment advisor representative (IAR) with Redwing Financial, LLC, spending nearly full-time on this role.
Employment History
Current Registrations
Redwing Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lighthouse Institute
Highpoint Advisor Group, LLC
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations10 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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