Dublin Wealth Management provides asset and financial management services. They review a client's financial situation, including investment objectives, financial condition, income, tax status, assets, insurance, and risk profile. They offer investment supervisory services on a discretionary or non-discretionary basis, and may recommend third-party money managers. Dublin Wealth Management may also perform services not involving securities or investment products.
Fee Structure
Dublin Wealth Management's investment management fees are based on a percentage of the assets they manage. The exact percentage is negotiable, but here are the general guidelines:
- Less than $250,000: 0.25% to 2.00%
- Next $750,000: 0.25% to 2.00%
- Next $1,000,000: 0.25% to 2.00%
- $2,000,000 and up: Negotiable
There is a $100 minimum yearly fee. Fees are paid quarterly, in arrears, based on the market value of your assets. Funds invested in wrap programs have a different fee schedule.