Russell Wilhite is a registered investment advisor at Dewitt and Dunn Financial Services, LLC, based in Addison, TX. Russell 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 94 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DeWitt & Dunn uses sub-advisors to manage client investments. Fees are negotiable and depend on which sub-advisor manages your account. The minimum account opening balance is $25,000, which may be negotiable.
- Brookstone Capital Management: Up to 1.5% annually for DeWitt & Dunn, plus up to 0.75% for Brookstone, totaling up to 2.25%. Fees are charged monthly.
- Impact Partnership Wealth: Up to 1.5% annually for DeWitt & Dunn, plus 0.5% for Impact Partnership Wealth, totaling up to 2.0%. Fees are charged monthly.
- Retirement Guys: Up to 1.5% annually for DeWitt & Dunn, plus 0.3% for Retirement Guys, totaling up to 1.8%. Fees are charged quarterly, in advance.
- Beacon Capital Management: Up to 1.5% annually for DeWitt & Dunn, plus a fee to Beacon. Beacon's fee is the greater of $400 or a percentage based on the following schedule: up to $499,999.99 is 0.55%, between $500,000 and $999,999.99 is 0.35%, and $1,000,000 or over is 0.15%. The total advisory fee to both DeWitt & Dunn and Beacon will not exceed 2.99%. Fees are charged monthly.
Location
15455 Dallas Parkway, Suite 240, Addison, TX, 75001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dewitt and Dunn Financial Services, LLC
State Registrations1 state
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