Dauble+Worthington Equity Portfolios (D+WEP) offers investment advice and manages portfolios for individuals, trusts, estates, charities, corporations, and other business entities. D+WEP creates investment plans based on each client's financial information and objectives, providing ongoing supervision and rebalancing. D+WEP also offers investment recommendations and consulting services, including monitoring investments in retirement plans. For clients with limited assets, D+WEP provides financial planning services for an annual fee.
Fee Structure
D+WEP charges an annual fee for managing your investment portfolio, calculated as a percentage of the value of your investments. The maximum fee is 3.00% per year. This fee is billed quarterly in advance. The firm may allow accounts of spouses and minor children to be combined to potentially lower the fee. Fees are negotiable based on your individual needs and circumstances.