David Wendell Associates provides investment management and advisory services to individuals, families, trusts, retirement accounts, charitable organizations, businesses, and banks. They also offer investment consulting services to bank trust departments, law firms, and investment advisory firms. The firm focuses on equities and bonds, using a fundamental approach to identify and analyze companies for long-term investment.
Assets Under Management$1.3B
Clients476
Advisors5
Avg. per Client$2.8M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable for accounts in excess of $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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