Davis & Wehrle offers investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. For investment management, they work with clients to develop a custom portfolio based on their financial situation, goals, and risk tolerance. Financial planning services include investment planning, tax planning, retirement planning, and estate planning. They also offer retirement plan services to businesses.
Assets Under Management$40M
Clients82
Advisors2
Avg. per Client$480K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.25% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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