Dumont Wealth is a registered investment advisor based in Miami, Florida, with an additional office in New York. Founded in 2017, the firm is wholly owned and operated by Brian Stephen Dumont. Dumont Wealth offers discretionary and non-discretionary investment management services, tailoring portfolios to each client's specific goals, time horizons, and risk tolerance through charting analysis and modern portfolio theory. In addition to managing portfolios directly, the firm can direct clients to third-party managers and provide comprehensive financial planning and consulting covering retirement, estate, tax, and insurance needs. Dumont Wealth primarily serves individuals and high-net-worth individuals, requiring a minimum investment of $1,000,000 to open an account, though this minimum may be waived in certain instances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable based on historical relationships, asset types, future earning capacity, and total asset amounts.