David Wendell Associates, INC.
Assets Under Management
$1.3B
Number of Clients
476
Number of Advisors
5
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$269.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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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Areas of Practice
Investment Management
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Location
1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904