Desmond Wealth Management provides investment management, financial planning, and tax planning services. They focus on individual client needs, offering a comprehensive approach that addresses various financial issues. They act as a personal CFO for their clients. Investment management includes analyzing current assets, determining time horizon, and identifying asset allocation. Financial planning covers risk management, benefits, tax planning, retirement planning, estate planning, and more.
Assets Under Management$120M
Clients75
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$22,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts greater than $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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