Davison Wealth Management (DWM) offers tailored asset management and financial planning. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement, and estate planning. DWM is a fee-only firm and uses an Investor Questionnaire to determine a client’s risk tolerance. Portfolios are allocated to mutual funds and ETFs. Clients can request individual stocks, but it's not encouraged.
Assets Under Management$5.7M
Clients26
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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