Douglass Winthrop Advisors (DWA) offers personalized investment management to individuals, high-net-worth individuals, families, trusts, endowments, and institutions. DWA works with clients to create investment strategies based on their objectives, risk tolerance, and time horizon. DWA manages client assets in individually managed accounts, typically investing in domestic and international stocks and, where appropriate, fixed income securities.
Assets Under Management$5.8B
Clients1,292
Advisors9
Avg. per Client$4.5M
Avg. per Advisor$650M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. There is a minimum quarterly fee of $2,500 and a minimum relationship size of $3,000,000 in assets under management. Institutional accounts are charged 0.85% for the first $25 million and 0.70% on assets above that level.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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