Mitchell Dyer is a CFP-designated registered investment advisor at Dyer Private Wealth Management, based in Sparks Glencoe, MD, with 1 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable. DPWM may pay sub-advisors or TPM for use of their platform out of this fee. TPM fees charged to DPWM may vary depending on which TPM is selected or what investment strategy is selected from the TPM but normally range from .30% to .99% per annum basis.
Fee Estimator
Location
Sparks Glencoe, MD
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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
Dyer Private Wealth Management
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Cambridge Investment Research, INC.Broker
State Registrations1 state
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