Adam Davey is a registered investment advisor at Dean Dorton Wealth Management, LLC, based in Lexington, KY, with 2 years of industry experience. Adam 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, Insurance Planning, and 3 more. Their firm serves 79 clients with $81M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Schedule applies to accounts custodied at Fidelity. A minimum annual fee of $2,500 applies unless waived. For accounts custodied at LPL, the annual fee is a flat rate, typically ranging from 0.35% to 1.5%.
Fee Estimator
Location
250 W. Main Street, Suite 1400, Lexington, KY, 40507
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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
Adam is a director at VL Private Wealth, LLC, providing financial planning services a few hours per week. He is also a CPA and partner/director at Dean Dorton Allen Ford, PLLC, overseeing and managing business operations nearly full-time.
Employment History
Current Registrations
Dean Dorton Wealth Management, LLC
State Registrations1 state
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