DW
DW

Dominic Waechter

3 Years of Experience
Los Angeles, CA
Sells Insurance

Dominic Waechter is a registered investment advisor at Mdw Capital Management CORP., based in Los Angeles, CA, with 3 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$781K average
Assets Under Management
$12.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

MDW Capital Management does not directly manage investments. Instead, MDWCM helps clients choose a third-party investment manager. The fees you pay will be determined by the third-party manager you select, and MDWCM will receive a portion of those fees. The total fees charged by both MDWCM and the third-party manager will not exceed 3% of your portfolio per year. Fees are paid quarterly, in advance.

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Location

4250 Wilshire Blvd, Los Angeles, CA, 90010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dominic is involved in real estate activities, including property management and helping clients buy, sell, and lease real estate, dedicating about a quarter of his time. He is also a CPA at an accounting firm, spending a significant amount of time on tax returns, research, and client meetings, and he is licensed to sell life insurance.

Employment History
Current Registrations
Mdw Capital Management CORP.
May 2024 - Present · 2 yrs
Previous Registrations
Hammelman Capital Management LLC
February 2023 - December 2024 · 1 yr 10 mos
State Registrations1 state
CA
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.