Kurt Dupuis is a CFP-designated registered investment advisor at Root Wealth Management, based in Decatur, GA, with 16 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 46 clients with $33M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Subject to a minimum annual fee of $5,000. Fees are negotiable. Legacy pricing may apply for acquired clients. Retirement plan management charges a maximum of 1.00% of plan assets.
Fee Estimator
Contact
Kurt Dupuis
Location
Decatur, GA
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 Activities
Kurt is a musician in a garage cover band called The Hamstrings. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Root Wealth Management
Previous Registrations
Touchstone Advisors INC
Touchstone Securities, INC.Broker
Mdt Advisers, a Division of Federated Mdta LLC
Federated Global Investment Management CORP.
Federated Investment Counseling
Federated Securities CORP.
Federated Securities CORP.Broker
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
More Advisors
- Degas Wright, CFADecatur Capital Management, INC.
- Lenet Rivas, CFPBlue Otter Financial Planning
- Elias Mcquade, CFA
- Erwin Matthews, PFSOne Source Advisory Services, LLC
- Brenda Sakon, CFPFrancis Financial
- Abduhl Mashhoon, CFPNewedge Advisors