Dustin Tibbitts is a registered investment advisor at Jazz Wealth Managers, INC., based in Largo, FL, with 9 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3,339 clients with $450M 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 $25K | 1.50% |
| $25K - $50K | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2300 Tall Pines Dr. #126, Largo, FL, 33771
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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
Dustin is the Manager/Owner of Jazz Aviation, LLC, which offers private airplane leasing services primarily for himself and other representatives of Jazz Wealth Managers, Inc. He spends minimal time on activities related to this entity.
Employment History
Current Registrations
Jazz Wealth Managers, INC.
State Registrations2 states
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