DEW Wealth Strategies is a fee-only investment advisor providing ongoing investment advice and financial planning to clients. DEW creates investment plans based on clients' goals, risk tolerance, and time horizon. DEW manages investments on a discretionary basis. They may also recommend third-party managers. Financial planning services cover areas like retirement, taxes, insurance, and estate planning.
Assets Under Management$89M
Clients47
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees over $20,000,000 are individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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