Plamen Dimitrov is a registered investment advisor at Avanti Wealth Management, based in Longwood, FL, with 20 years of industry experience. Plamen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Retirement Planning, and 1 more. Their firm serves 110 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avanti Wealth Management uses Prosperity Capital Advisors for investment management. The maximum combined annual fee charged by Avanti and Prosperity Capital Advisors is based on the following schedule:
- $0 - $250,000 — 1.8%
- $250,001 - $1,000,000 — 1.7%
- $1,000,001 - $3,000,000 — 1.6%
- $3,000,001 - $5,000,000 — 1.5%
- $5,000,001 - $10,000,000 — 1.2%
- Over $10,000,000 — 1.0%
This fee includes both Avanti's advisory fee and Prosperity Capital Advisors' program fee. The advisory fee charged by Avanti is negotiable.
Location
110 Crown Oak Centre Drive, Longwood, FL, 32750
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Plamen is an employee of Avanti Financial Group, Inc., dedicating nearly full-time hours to this investment-related business, mostly during trading hours.
Employment History
Current Registrations
Avanti Wealth Management
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.