Dmitry Popov is a registered investment advisor at Bsw Wealth Partners, based in Boulder, CO, with 3 years of industry experience. Dmitry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 501 clients with $2.2B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule reflects Wealth Management and Private Client rates. Family Office, Institutional, and Custom Impact Mandates have different fee schedules. All fees are negotiable and subject to minimum quarterly fee requirements.
Fee Estimator
Location
2300 Broadway Street, Boulder, CO, 80304
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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
Bsw Wealth Partners
State Registrations2 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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