Michael Dotti
Michael Dotti is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Southlake, TX, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 95 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Creek Wealth Management (ACWM) manages investment portfolios for a fee based on the total value of your investments. The fee ranges from 0.25% to 1.00% annually. These fees are negotiable. ACWM may also recommend third-party asset managers, resulting in a total fee ranging from 0.55% to 2.25% annually, which includes ACWM's fee and the third-party manager's fee. These fees are also negotiable.
Location
950 E State Highway 114, Ste. 160, Southlake, TX, 76092
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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 ActivitiesSells Insurance
Michael is a life insurance agent since 2021, dedicating minimal time to selling life insurance policies. He is also a partner in Aletheia Investments and President of Xaris Management LLC, both investment-related activities.
Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
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.