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.
Financial planning fixed fees range from $5,000 to $25,000
$0 - $5 million: 2.00% (Digital Assets) Above $5 million - $10 million: 0.50% (Digital Assets) Over $10 million+: 0.40% (Digital Assets) $0 - $5 million: 0.75% (Traditional Assets) Above $5 million - $10 million: 0.50% (Traditional Assets) Over $10 million+: 0.40% (Traditional Assets)
Performance fee of 20% of profits above 8% hurdle rate with high-water mark for qualified clients
Account minimum: $500,000 or 50,000 XRP Minimum fee: If total monthly AUM fee is less than $100, client pays a flat fee of $100 per month
Digital Wealth Partners
2025 - Present (1 year)
Self Employed
2021 - 2025 (4 years)
Edward Jones
2020 - 2021 (1 year)
Contagious Joy LLC
2008 - 2020 (12 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:
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:
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.
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.
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