DPM Wealth Management is a registered investment advisor offering investment advisory services. They develop and manage diversified portfolios based on your investment objectives and financial circumstances. They use an investor profile questionnaire to understand your needs. Fees are negotiable and based on the value of assets managed. DPM Wealth Management may recommend TradePMR for brokerage and custodial services.
Assets Under Management$1.7M
Clients2
Advisors1
Avg. per Client$850K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable depending on individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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