Paul Drake-Stockard is a registered investment advisor at Dsa Asset Management, LLC, based in Chandler, AZ, with 9 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 19 clients with $7M 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 | 3.00% |
Fee is 0.25% monthly, equivalent to 3% annually. The quarterly fee of 0.25% is contingent on a break-even return over the same quarterly period.
Fee Estimator
Location
Chandler, AZ
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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 →Employment History
Current Registrations
Dsa Asset Management, LLC
Previous Registrations
Dsa Asset Management, LLC
Dsa Asset Management, LLC
Dsa Asset Management, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
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.