Samim Syed is a registered investment advisor at Digital Wealth Partners, based in Dallas, TX, with 6 years of industry experience. Samim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1,398 clients with $590M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fee schedule is for digital assets only. Traditional assets are billed at a lower rate: Up to $5 million: 0.75% per year; Above $5 million up to $10 million: 0.50% per year; Over $10 million: 0.40% per year. DW Partners may receive a performance fee equal to 20% of the profits in a client’s account if the client is qualified and the account’s profits exceed an annualized hurdle rate of 8% subject to a high-water mark.
Fee Estimator
Location
5910 North Central Expressway, Suite 1450, Dallas, TX, 75206
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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 ActivitiesSells Insurance
Samim is an insurance agent and owner of Syed Financial Group, dedicating nearly full-time hours to insurance sales and service, including Penn Mutual Life products. He is also a non-active investor in Capsll, Inc. and the CEO of EvChargeMe, a greentech company, spending about 10-20% of his time on administrative duties.
Employment History
Current Registrations
Digital Wealth Partners
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Devere USA INC.
State Registrations14 states
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