Derwin Dumont is a registered investment advisor at LPL Financial LLC, based in Lacey, WA, with 13 years of industry experience. Derwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
676 Woodland Square Loop Se, Ste 302W, Lacey, WA, 98503
Get directionsHistory
Regulatory History (1)
Financial
September 2022Other Business Activities
Derwin operates under two DBAs, Stable Wealth and Stable Wealth Advisors, for his LPL business. These activities are investment-related and take nearly all of Derwin's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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
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