Dougherty Wealth Advisers (DWA) provides wealth management services to individuals, trusts, estates, charitable organizations, and high-net-worth individuals. DWA offers financial planning, tax planning, retirement planning, and portfolio management using mutual funds and ETFs. DWA may also recommend third-party investment managers. Services are tailored to each client's financial situation.
Assets Under Management$510M
Clients87
Advisors3
Avg. per Client$5.8M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Dougherty Wealth Advisers' fee for managing your investments is a percentage of the value of your portfolio, typically between 0.40% and 1.25% per year. The exact percentage depends on the amount of assets managed and the services provided. Fees are paid quarterly. The investment advisory fees are negotiable.
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