DWV Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. DWV creates an Investment Policy Statement for each client to guide investment decisions. DWV also offers financial planning services covering investment planning, insurance, tax, retirement, education, and debt/credit planning. DWV may manage existing investments and select other advisors for clients.
Fee Structure
DWV Advisors offers investment management services. The fee is negotiated, up to 0.80% of your portfolio, billed quarterly. For "qualified clients," DWV may charge a performance-based fee (up to 20% of profits) plus a fee of up to 0.20% of your portfolio. DWV also manages existing investments for a fee up to 0.50% of assets, billed monthly. For high-net-worth clients with multiple investment managers, the fee is up to 0.50% of total assets, billed monthly. There is a $250,000 account minimum, which may be waived.