Dental Wealth Advisors, LLC

Dental Wealth Advisors, LLC is a registered investment adviser established in 2003, specializing in managing investment portfolios for individuals, retirement plans, trusts, and small businesses. The firm's investment strategy is rooted in Modern Portfolio Theory, emphasizing diversified portfolios primarily consisting of no-load mutual funds, ETFs, and fixed-income securities. Clients' portfolios are managed on a discretionary basis, with a focus on long-term investment strategies. DWA also offers financial planning services covering various areas such as tax planning, retirement analysis, and estate planning. For Investment Management Services, DWA requires a minimum account size of $500,000. The firm charges an annual fee based on a percentage of assets under management, with a tiered fee schedule. Financial Planning Services are offered on a fixed fee basis, typically starting at $1,750. DWA does not charge performance-based fees and does not participate in wrap fee programs. The firm does not vote on client securities proxies and does not accept prepayment of fees exceeding $500 per client six months in advance. DWA does not have any disciplinary information and has no financial condition impairing its ability to meet client commitments. Clients are responsible for voting on proxies and legal proceedings related to securities in their portfolios.