DLB Wealth Advisors provides investment management services on a discretionary basis, primarily for individuals and retirement accounts. Portfolios are tailored to each client's goals, objectives, time horizon, and risk tolerance. DLB also offers financial planning services to individuals and families, covering retirement planning, estate planning, college funding, and debt management. Specific investment recommendations are not provided under the financial planning service.
Assets Under Management$18M
Clients27
Advisors1
Avg. per Client$670K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.30% |
| $150K - $300K | 1.05% |
| $300K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10.0M - $110.0M | 0.30% |
| $110M+ | 0.30% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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