Dennis Mcmillan
Dennis Mcmillan is a registered investment advisor at Portside Wealth Group, LLC, based in Bountiful, UT, 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 Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
Bountiful, UT
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2023Customer Dispute
February 2022Customer Dispute
November 2020Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Dennis is the owner of First Frontier Financial, where he sells fixed life, annuity, and health insurance as an independent agent. This activity accounts for about half of Dennis's income.
Employment History
Current Registrations
Portside Wealth Group, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Arete Wealth Advisors, LLC
Wealth Navigation Advisors
Signator Investors, INC.Broker
Signator Investors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Beneficial Investment Services, INC.Broker
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
Bosc INC.
Bosc, INC.Broker
State Registrations14 states
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.