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How does the advisor help clients – Key Takeaways:
DOPKINS WEALTH MANAGEMENT, LLC is dedicated to providing expert financial advice and guidance to their clients. With a team of experienced advisors and a wide range of financial services, the firm helps clients in achieving their financial goals and securing their future.
Facts and Insights
DOPKINS WEALTH MANAGEMENT, LLC has been in business for over 25 years, and during this time, they have accumulated over $500 million in assets under management. Their experienced team of financial advisors has a combined experience of over 50 years, providing their clients with a wealth of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 25 years |
Financial Services Offered
DOPKINS WEALTH MANAGEMENT, LLC offers a wide range of financial services to their clients, including portfolio management, retirement planning, estate planning, tax planning, and risk management. They also provide comprehensive financial planning tailored to each client’s unique financial situation and goals.
Client Types
DOPKINS WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including high net worth individuals, families, and businesses. They are committed to providing personalized services to each client and strive to build long-lasting relationships with them.
Fees & Compensation
DOPKINS WEALTH MANAGEMENT, LLC operates on a fee-only basis, which means they do not receive commissions for recommending or selling certain financial products. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.
Background
DOPKINS WEALTH MANAGEMENT, LLC was founded in 1995 by John Dopkins, a highly experienced and knowledgeable financial advisor. With the goal of providing comprehensive financial planning and expert advice, the firm has grown to become a top wealth management firm in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, DOPKINS WEALTH MANAGEMENT, LLC is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. This ensures that clients can trust that their advisor will always make decisions that are in their best interest.