DOPKINS WEALTH MANAGEMENT, LLC
Williamsville, New York
4.0
1 Review
Dopkins Wealth Management, LLC is a highly reputable local investment advisory firm based out of Williamsville, NY. With 6 dedicated professionals, they offer a range of comprehensive wealth management services to their discerning clientele. Five of their expert advisors specialize in providing investment advisory services, delivering exceptional financial guidance and strategies. Dopkins Wealth Management boasts an impressive track record, managing an average of $165,720,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is flexible, offering various options such as a percentage of ...
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Assets Under Mgmt

$539M

Investment Professionals

5

Locations

0

% 401K & Individual

6%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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