Judith Webster is a registered investment advisor at Dt Investments I LLC, based in San Francisco, CA, with 21 years of industry experience. Judith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DT Investments I LLC offers investment management services where fees are negotiable and range from 0.25% to 1.00% of the value of your portfolio annually. The final fee schedule is in the Investment Advisory Contract. Fees are invoiced and billed directly to be paid by check or wire transfer and are paid quarterly. DT Investments I LLC may also provide consulting or advisory services on a fixed-fee basis up to $250,000, which is also negotiable.
Location
San Francisco, CA
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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.
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Judith is a solicitor for Cypress Wealth Advisors, receiving a percentage of client fees. This activity is investment-related.
Employment History
Current Registrations
Dt Investments I LLC
Previous Registrations
Cypress Wealth Advisors
Deutsche Bank Securities INC.Broker
Ust Securities CORP.Broker
Mbsc, LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Chase Securities INC.Broker
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.