A complete list of active advisors currently associated with Del Mar Wealth Management Inc
Warmer can help you find a great advisor at Del Mar Wealth Management Inc or one who fits your needs even better.
Del Mar Wealth Management provides discretionary and non‑discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm manages approximately $170 million in client assets and generally charges advisory fees based on a percentage of assets under management, while offering hourly or fixed‑fee planning for clients not engaged in portfolio services. The firm's investment process is tailored to each client's objectives and combines fundamental analysis and Modern Portfolio Theory with both long‑ and short‑term trading as appropriate, along with ongoing monitoring and rebalancing. Del Mar Wealth also uses third‑party tools and sub‑advisers — notably a trading and portfolio implementation platform (55ip) — to allocate across accounts and implement tax‑mitigation and model portfolio strategies. Compared with many peers, Del Mar Wealth routinely advises on and incorporates less common investment types, including deed trust funds, promissory notes, structured notes, and distressed real estate funds, and may include illiquid or externally held assets (such as private placements and 529s or retirement accounts held elsewhere) in account valuations for management. The firm requires custody through a single institutional custodian and discloses that some advisory personnel are licensed insurance agents who may receive separate commission compensation.
To learn more about the advisors currently working at Del Mar Wealth Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Del Mar, CA
| 28
| |
Del Mar, CA
| 1
|
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