DWP offers personalized financial planning and investment management services. Financial planning involves analyzing your financial situation and objectives to develop a plan to achieve your goals. Investment management includes creating and monitoring a portfolio based on your risk tolerance and objectives. DWP offers both discretionary and non-discretionary investment management services. You are under no obligation to act on DWP's financial planning recommendations or to implement the plan through their investment advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable depending on individual client circumstances. At DWP's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
