Adam Dworkin is a registered investment advisor at Diversified Financial Management, based in Norwell, MA, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 131 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Although DFM does not have a minimum account size, the minimum annual fee is $5,000.
Fee Estimator
Location
80 Washington Street, Building E-13, Norwell, MA, 02061-1729
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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
Adam Dworkin works as a Certified Public Accountant with AKD Consultants, providing accounting services since 2011. This activity is investment-related.
Employment History
Current Registrations
Diversified Financial Management
State Registrations1 state
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