Dawuanta Northern is a CFP-designated registered investment advisor at Fiducient Advisors LLC, based in McLean, VA, with 6 years of industry experience. Dawuanta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,239 clients with $98B 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 | 1.00% |
Fees are customized and negotiated in advance based on account type, complexity, and scope. Non-discretionary advisory fees typically range from 0.01% to 1.0%, while discretionary wealth management fees range up to 1.0%.
Fee Estimator
Location
1410 Spring Hill Rd, Suite 460, McLean, VA, 22102
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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
Dawuanta is the Principal of NL Capital Ventures, focusing on management and acquisitions in the healthcare sector, dedicating about 10% of their time to this role. Dawuanta also has a personal LLC, Eagle Planning Services, used for payments from Capasso Planning Partners.
Employment History
Current Registrations
Fiducient Advisors LLC
Previous Registrations
Capasso Planning Partners LLC
Buckingham Strategic Wealth, LLC
Ef Legacy Securities, LLCBroker
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.
Exams
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