Mcdermott Investment Advisors, LLC

McDermott Investment Advisors, LLC is a registered investment adviser based in Naples, Florida, established in 2004 by Dean McDermott, Ph.D., with expertise in portfolio management, financial planning, and selection of other advisers. The firm offers discretionary and non-discretionary portfolio management services, tailored to individual client needs, with a minimum account size of $100,000. Investment strategies include long-term purchases, short-term purchases, trading, and short sales, with a focus on fundamental and technical analysis. The firm charges fees based on a percentage of assets under management, ranging from 1.00% to 2.00%. McDermott Investment Advisors, LLC does not accept performance-based fees or engage in side-by-side management. The firm has been involved in a civil action related to unit investment trusts, resulting in disgorgement and penalties. McDermott Investment Advisors, LLC recommends the brokerage services of McDermott Investment Services, LLC and Hilltop Securities, Inc., with additional compensation received from Hilltop. The firm exercises limited custody over client funds and does not vote proxies on behalf of clients. Client confidentiality and data protection are a top priority, with strict policies in place to safeguard personal information.