Dawn Bodami is a registered investment advisor at Shulman Demeo Asset Management, LLC, based in Lake Success, NY. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 356 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shulman DeMeo manages investments on a wrap fee basis. This means you'll pay a single annual fee that covers investment advice, trading costs, and account custody. The annual wrap fee ranges from 0.00% to 2.00%. Shulman DeMeo also offers a portfolio monitoring service for investments held at other firms, with a fee of up to 2.00% of the assets being monitored.
Location
3000 Marcus Avenue, Suite 3W1, Lake Success, NY, 11042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shulman Demeo Asset Management, LLC
State Registrations1 state
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