Dennis Voigt is a PFS-designated registered investment advisor at Dwv Advisors, LLC, based in Essex Junction, VT, with 15 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 15 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
DWV Advisors offers investment management services. The fee is negotiated, up to 0.80% of your portfolio, billed quarterly. For "qualified clients," DWV may charge a performance-based fee (up to 20% of profits) plus a fee of up to 0.20% of your portfolio. DWV also manages existing investments for a fee up to 0.50% of assets, billed monthly. For high-net-worth clients with multiple investment managers, the fee is up to 0.50% of total assets, billed monthly. There is a $250,000 account minimum, which may be waived.
Location
76 Pearl St, Suite 205, Essex Junction, VT, 05452
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is the president and owner of DWV CPA PC and owns DWV Advisors LLC and DWV Asset Management LLC. He dedicates about a quarter of his time to overseeing and delivering financial advisory services to clients of his CPA and RIA firms.
Employment History
Current Registrations
Dwv Advisors, LLC
State Registrations1 state
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