Donita Baze is a CFP-designated registered investment advisor at Dcg Wealth Management, based in Estes Park, CO, with 12 years of industry experience. Donita 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 4 more. Their firm serves 32 clients with $5.9M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
The annual advisory fee is capped at $12,000. This does not include the fee paid to the outside manager, which is 0.15%.
Fee Estimator
Contact
Donita Baze
Location
Estes Park, CO
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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 →Employment History
Current Registrations
Dcg Wealth Management
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
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.
Exams