Dunphy Wealth Management provides investment management based on a percentage of assets. They also offer investment, personal financial planning, and tax consultation and preparation for an hourly or fixed fee. DWM uses an automated investment program through Institutional Intelligent Portfolios platform.
Assets Under Management$13M
Clients45
Advisors1
Avg. per Client$300K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Dunphy Wealth Management offers investment management services with fees based on a percentage of your assets.
For accounts managed through the Institutional Intelligent Portfolios platform, the annual fee is 0.60%.
For traditional discretionary accounts, the annual fee is 1.00%.
For non-discretionary assets, the annual fee is 0.25%.
There is a maximum annual investment management fee of $10,200.
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