Advisor at Braeburn Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Braeburn Wealth Management, LLC
Location
Muskegon, MI 49442
Credentials
Series 65
Industry experience
3 years
Dimitri Poland is a financial advisor at Braeburn Wealth Management, LLC with a Series 65 designation and three years of industry experience. He has been with Braeburn Wealth Management since 2020, including its current iteration since 2022. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a range of clients including individuals, high-net-worth clients, trusts and estates, and retirement plans. The firm customizes portfolios through a client-driven process, emphasizing diversified asset allocations and maintaining several in-house model strategies, while incorporating client education through newsletters and workshops.
Based on Braeburn Wealth Management, LLC
Based on Braeburn Wealth Management, LLC
Project-based fees may be charged for larger projects, calculated using hourly rate as a guide
$0+: 1.15% annually for assets invested in Mutual Funds and Exchange Traded Funds $0+: 1.50% annually for assets invested in Stocks
$200 per hour for Financial Planning and Consultation Services
Account minimum: $100,000 Fee-only: Investment Management fees based on percentage of assets under management; Financial Planning and Consultation Services charged hourly or project-based fees at $200/hour
111 West Western Avenue
Muskegon, MI 49442
Michigan
Braeburn Wealth Management, LLC
2022 - Present (4 years)
Braeburn Wealth Management
2022 - Present (4 years)
N/a
2021 - 2022 (1 year)
Valeo Financial Advisors
2021 - 2021 (1 year)
N/a
2020 - 2021 (1 year)
Braeburn Wealth Management
2020 - 2020 (1 year)
N/a
2019 - 2020 (1 year)
Muskegon Country Club
2019 - 2019 (1 year)
N/a
2018 - 2019 (1 year)
The Deck
2018 - 2018 (1 year)
N/a
2017 - 2018 (1 year)
Hank's Tavern
2017 - 2017 (1 year)
N/a
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 66
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SkySail Wealth Management LLC
Series 63, Series 66
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MSDR Partners, LLC
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
CFP®, Series 66
Grand Haven, MI
MMG Wealth Management
Series 65
Grand Haven, MI
MMG Wealth Management
Series 66
Grand Haven, MI
MMG Wealth Management
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