Detterbeck Wealth Management

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Assets Under Management

$252.1M

Number of Clients

162

Number of Advisors

Average Client AUM

$1.6M

AUM per Advisor

$126.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Detterbeck Wealth Management provides investment management and financial planning services to clients. They offer a comprehensive view of a client’s financial life, including solutions for taxes, retirement, estate planning, and asset protection. They manage portfolios generally over $500,000 and offer an Emerging Investor Program for clients with portfolios greater than $200,000.