Dimitri Poland is a registered investment advisor at Braeburn Wealth Management, LLC, based in Muskegon, MI, with 3 years of industry experience. Dimitri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 454 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Braeburn Wealth Management charges a percentage of your portfolio each year, paid quarterly in advance.
- For assets invested in mutual funds, the annual fee is 1.15%.
- For assets invested in exchange-traded funds (ETFs), the annual fee is 1.15%.
- For assets invested in stocks, the annual fee is 1.50%.
These fees may be modified based on individual circumstances, the complexity of services, and additional resources required, at the discretion of Braeburn Wealth Management.
Location
111 West Western Avenue, Muskegon, MI, 49442
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Braeburn Wealth Management, LLC
State Registrations1 state
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