Dwm Asset Management, LLC

Fee-Only (% of Portfolio)

DWM Asset Management is dedicated to making impact investments that address social, economic, and environmental needs in developing countries. DWM provides investment advice to privately offered pooled investment vehicles, primarily investing in private credit within the inclusive finance sector, including microfinance, SME lending, and renewable energy. DWM is a signatory to the Operating Principles for Impact Management.

Assets Under Management$570M
Clients8
AdvisorsN/A
Avg. per Client$72M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

DWM Asset Management provides investment advisory services to pooled investment vehicles. Fees are negotiated with clients on a case-by-case basis, considering factors like the type and size of the account, services desired, and complexity of assets. DWM may also charge performance fees to Funds. For specific fee details, refer to the relevant fund offering documents or investment management agreements.

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Dwm Asset Management, LLC | TrueAdvisor