Dean Roberts is a registered investment advisor at Ego Death Financial LLC, based in Albuquerque, NM, with 1 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on account size and complexity.
Fee Estimator
Location
Albuquerque, NM
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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
Ego Death Financial LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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