Gabrielle Fitzwater is a registered investment advisor at Dwyer Financial, LLC, based in Flagstaff, AZ, with 1 years of industry experience. Gabrielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 124 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.0% for general accounts and alternative investments. Accounts held at American Funds have a 0.5% annual fee. SEI program charges up to 1.0%. Fees may be negotiable.
Fee Estimator
Location
2615 N. Fourth St. #5, Flagstaff, AZ, 86004
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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 →Other Business Activities
Gabrielle works as an administrative assistant for Dwyer Financial, dedicating nearly full-time hours. She also owns Solette Media, a web design business, requiring minimal time, and works as an independent contractor for Me Financial PLLC, providing back office and administrative support services for a few hours per week.
Employment History
Current Registrations
Dwyer Financial, 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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