DWR Wealth Management offers investment management services where they make investment decisions for you, and financial planning services covering retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. They primarily invest in mutual funds and exchange traded funds. DWR Wealth Management also provides pension consulting services to retirement plans.
Assets Under Management$220M
Clients189
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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