Advisor at Digital Wealth Partners
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.
Based on Digital Wealth Partners
Based on Digital Wealth Partners
Onboarding fee of $1,000; Financial planning fees between $5,000 and $25,000 for clients under $1,000,000 AUM, waived if AUM above $1,000,000; Fund subscription fee of 1.00% annually (flat)
$0 - $5 million: 2.00% annually for digital assets Above $5 million - $10 million: 0.50% annually for digital assets Over $10 million+: 0.40% annually for digital assets $0 - $5 million: 0.75% annually for traditional assets Above $5 million - $10 million: 0.50% annually for traditional assets Over $10 million+: 0.40% annually for traditional assets
20% of profits exceeding an 8% annual hurdle rate with high-water mark for qualified clients; Fund performance fees include 20% performance allocation over 8% hurdle rate with high-water mark; Sub-advisors may charge performance fees (typically 20%)
1.00% annual subscription fee for Fund investors
Account minimum: $500,000 (digital assets) or 50,000 XRP (for XRP accounts) Minimum fee: $100.00 per month minimum for digital assets management fee if calculated fee is less than $100 monthly; no minimum for traditional assets management fee
Albrightsville, PA
Pennsylvania
Savant Wealth Management
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
The Mather Group, LLC
2019 - 2023 (4 years)
RPH Financial Services, Inc.
2017 - 2019 (2 years)
Sterne Agee Financial Services, Inc.
2016 - 2018 (2 years)
RPH Financial Services, Inc.
2008 - 2019 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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 63, Series 65
Pocono Pines, PA
Academy Wealth Advisers, LLC
Series 63, Series 65, Series 66
Nesquehoning, PA
3Edge Asset Management, LP
Series 63, Series 66
Brodheadsville, PA
Thurston Springer Advisors
PFS™, Series 63
Pocono Pines, PA
Belpointe Asset Management LLC
Series 63, Series 65
Kunkletown, PA
Mutual of Omaha Investor Services, Inc.
CFP®, Series 63
Bear Creek Village, PA
Cetera
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