Dylan Mcgarthwaite
Dylan Mcgarthwaite is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in St. Cloud, MN, with 4 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 7,354 clients with $14B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Standard fee for Core clients (accounts of $2M or less at inception) is a flat 1.10%. Non-Core clients use the tiered schedule above. Fees are negotiable.
Fee Estimator
Location
4150 2nd Street South, Suite 400, St. Cloud, MN, 56301
Get directionsHistory
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
Since 2018, Dylan has owned and managed a rental property in St. Paul, MN. He spends no time managing the property during trading hours.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations50 states
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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