DWD Portfolio Solutions provides investment advice tailored to clients' needs, offering both discretionary and non-discretionary portfolio management. They may use sub-advisers and model portfolios. DWD also offers financial planning services to assist clients with long-term goal planning, including risk assessment, investment planning, and financial organization. They also offer participant account management and pension consulting services.
Assets Under Management$220M
Clients313
Advisors4
Avg. per Client$710K
Avg. per Advisor$55M
www.dwdportfolios.com ·www.linkedin.com/company/dwd-portfolio-solutions ·www.facebook.com/profile.php?id=100087606705382
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. At DWD's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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