Judson Ames is a registered investment advisor at Dark Horse Wealth LLC, based in Cazenovia, NY, with 4 years of industry experience. Judson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 94 clients with $29M 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 $200K | 1.20% |
| $200K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. All existing clients of DHW will remain with their current fee schedule. The new fee schedule is effective April 1, 2024, going forward for all new clients of DHW.
Fee Estimator
Location
51 Albany St 2nd Fl, Cazenovia, NY, 13035
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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 →Other Business Activities
Judson has been a referee since 2013, an activity unrelated to investments. He spends a few hours per week on this during September and October.
Employment History
Current Registrations
Dark Horse Wealth LLC
Previous Registrations
1st Discount Brokerage, INC.
State Registrations2 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.