Dennis Beasley is a CFP-designated registered investment advisor at Dlb Wealth Advisors LLC, based in East Northport, NY, with 3 years of industry experience. Dennis 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 27 clients with $18M 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 $150K | 1.30% |
| $150K - $300K | 1.05% |
| $300K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10.0M - $110.0M | 0.30% |
| $110M+ | 0.30% |
All fees are negotiable.
Fee Estimator
Location
East Northport, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dlb Wealth Advisors LLC
State Registrations1 state
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