Darrow Wealth Management (DWM) is a wealth management and investment advisory firm. DWM provides financial modeling, consulting, and investment management services. DWM manages assets by employing financial strategies based on each client's individual and unique requirements. DWM primarily allocates client investment management assets among low-cost exchange-traded funds (ETFs) and select mutual funds in accordance with the investment objectives of the client.
Fee Structure
Darrow Wealth Management (DWM) provides investment management services for an annual fee based on the value of the assets managed and the complexity of services provided. The annual fee varies between 0.70% and 1.00% for portfolios containing equity securities and between 0.25% and 0.50% for portfolios containing only fixed income securities. DWM generally imposes an account minimum fee of $5,000, billed quarterly.