Dennis Markway is a CFP, ChFC-designated registered investment advisor at Apella Wealth, based in Johnston, IA, with 18 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
8711 Windsor Parkway, Suite 4, Johnston, IA, 50131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is involved in several outside business activities. He is a board member for the Financial Planning Association of Iowa and the Lions Club of Urbandale, and an adjunct professor at Des Moines Area Community College and Drake University, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Iron Horse Wealth Management, LLC
Invest Financial Corporation
State Registrations2 states
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