Edward Woolery is a registered investment advisor at Dst Wealth Management LLC, based in Indian Wells, CA, with 6 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 197 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DST Wealth Management's fee for managing your investments is individually negotiated with each client, but will not exceed 2% of the value of your account. The fee is calculated on the total value of your account, including any margin balances. Fees are charged monthly or quarterly. DST Wealth Management also uses third-party investment managers, whose fees range from 0.50% to 2%. DST Wealth Management is compensated from the fees charged by the third-party advisor.
Location
45110 Club Drive, Suite B, Indian Wells, CA, 92210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is a real estate owner/broker, dedicating about 40 hours per week to normal real estate brokerage functions. He also spends a few hours per week as a team member on an estate planning team.
Employment History
Current Registrations
Dst Wealth Management LLC
State Registrations4 states
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