Jonathan Bellm is a registered investment advisor at Dsg Capital Advisors, LLC, based in Edina, MN, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 123 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DSG Capital Advisors charges an annual fee based on the value of your portfolio, up to 1.50%. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with DSG. Fees are negotiable. If DSG recommends using outside investment managers, the total fee you pay, including DSG's fee and the outside manager's fee, will not exceed 2.00% annually.
Location
7760 France Avenue South, Suite 815, Edina, MN, 55435
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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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Jonathan works as a wealth services associate for The Kelton Financial Group. He dedicates minimal time to this role, and it is not investment-related.
Employment History
Current Registrations
Dsg Capital Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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.