Dimitri Poland is a registered investment advisor at Braeburn Wealth Management, LLC, based in Muskegon, MI, with 3 years of industry experience. Dimitri 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 5 more. Their firm serves 454 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Braeburn Wealth Management charges an annual fee based on the value of your portfolio and the types of investments you hold. Fees are calculated quarterly in advance.
- Mutual funds and exchange-traded funds — 1.15% per year
- Individual stocks — 1.50% per year
The firm also offers a single fixed asset-based annual fee for certain client relationships at its discretion. If you need additional financial planning or consultation outside of regular investment management, an hourly rate of $200 applies.
Location
111 West Western Avenue, Muskegon, MI, 49442
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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
Braeburn Wealth Management, LLC
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.
Exams
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