Dew Wealth Management offers comprehensive wealth management, financial planning, and investment management services tailored to individuals, high-net-worth families, business owners, and charitable organizations. The firm operates through multiple specialized programs, including the Family Office Assessment, Fractional Family Office Essentials, Wealth Builder, Wealth Accelerator, Virtual Family Office, and Maintenance Mode. These programs provide deep dives into personal and business finances, tax planning strategies, insurance reviews, estate planning coordination, cash flow management, and investment oversight. Dew Wealth Management assists clients by coordinating with outside professionals such as accountants and estate attorneys, and can manage investment portfolios on a discretionary or non-discretionary basis. Investment management services utilize fundamental analysis and long-term and short-term purchase strategies, and may allocate assets among individual securities, mutual funds—including Dimensional Fund Advisors funds—and unaffiliated independent investment managers. The firm emphasizes a collaborative, family office approach to help clients optimize their personal and business wealth.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule reflects the Maintenance Mode tier structure. Investment management is also available through other advisory programs with asset-based rates ranging from 0.30% to 0.40%.