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
% Discretionary
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
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