Denali Wealth Management (DWM) offers financial planning, asset management, and investment consulting services to individuals, families, and businesses. DWM creates financial plans, manages investment portfolios, and provides ongoing advice. DWM also offers retirement plan advisory services to employers. DWM generally believes in a long-term buy-and-hold investment strategy.
Assets Under Management$180M
Clients218
Advisors4
Avg. per Client$840K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Schedule shown is for Equity/Balanced accounts. Fixed income accounts have lower fees: First $500K: 0.40%, Next $1.5M: 0.35%, Next $3M: 0.30%, Over $5M: 0.25%. Fees and payment periods may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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