Dasta Investments Llc
DBA: Dub Advisors Llc
450 BROADWAY, New York, New York 10016
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
What fees will I pay? You will pay us an asset-based fee ranging from .25% to 3% per annum of the net assets you allocate to copy a Model Portfolio. This fee will be calculated daily and charged quarterly. You will also be subject to other expenses in accordance with your investment mana
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.