MD
MD

Miranda Dubberly

2 Years of Experience

Miranda Dubberly is a registered investment advisor at New Wave Wealth Advisors, based in Springdale, AR, with 2 years of industry experience. Miranda 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, Financial Planning & Coaching, and 4 more. Their firm serves 516 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
516 clients
Average Client Portfolio
$750K average
Assets Under Management
$386.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset management fees are negotiable up to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4403 S Thompson St, Ste 1, Springdale, AR, 72764

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
New Wave Wealth Advisors
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Arvest Wealth Management
July 2023 - August 2024 · 1 yr 1 mo
Arvest Wealth ManagementBroker
March 2023 - August 2024 · 1 yr 5 mos
State Registrations1 state
AR
Advisor

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
No exam information available for this advisor.
Miranda Dubberly - Financial Advisor | TrueAdvisor