DJP Wealth Management offers personalized investment management and financial planning services. Investment management involves managing publicly traded securities based on your individual needs and objectives. Financial planning includes one-time projects or ongoing consulting to help manage your financial resources. Darryl J. Poisson is the Managing Member and Owner.
Assets Under Management$91M
Clients43
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$91M
Fee Structure
DJP Wealth Management offers investment advisory services for a fee based on the value of your portfolio. The annual fee is billed quarterly in advance, with a maximum rate of 1.25%. The fee may be negotiable based on factors like the amount you invest and the complexity of your financial situation.
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