Advisor at Dew Wealth Management
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Firm
Dew Wealth Management
Location
Scottsdale, AZ 85260
Credentials
Series 65
Industry experience
5 years
Andrew Majd is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding a Series 65 credential with five years of industry experience. Prior to joining Dew Wealth Management in 2020, he worked at Optima Capital Management and Bank of America, Merrill Lynch. Outside of finance, his background includes experience with Nicks Menswear and involvement in the Sawdust Festival of the Arts. Dew Wealth Management serves individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, and coordinated family office services. The firm provides both discretionary and non-discretionary management and operates with a consultative approach, coordinating with clients’ other professionals and offering educational workshops.
Based on Dew Wealth Management
Based on Dew Wealth Management
Family Office Assessment: $40,000 or $25,000 (discounted); FFO Essentials: $15,000; Wealth Builder: $24,000 ($2,000/month); Wealth Accelerator: $6,000/month; Virtual Family Office: $12,000/month; Maintenance Mode: $1,000/month; Educational workshops: $2,000 fixed fee.
Fee-only: Fixed fees ranging from $1,000 to $40,000 depending on service and scope; specific program fees detailed below.
8888 E. Raintree Drive, Suite 110
Scottsdale, AZ 85260
Arizona · Texas
Dew Wealth Management
2020 - Present (6 years)
Optima Capital Management
2019 - 2020 (1 year)
Nicks Menswear
2019 - 2020 (1 year)
Optima Capital Management
2019 - 2020 (1 year)
Bank of America,Merrill Lynch
2019 - 2019 (1 year)
Sawdust Festival of the Arts
2018 - 2018 (1 year)
EC Power
2018 - 2018 (1 year)
Student
2010 - 2020 (10 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 63, Series 65
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Series 65
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