Dodok Wealth and Investment Advisors helps clients determine a strategic asset allocation based on their goals, risk tolerance, and time horizon. DWIA identifies mutual funds and money managers that fit the client's needs, assists with portfolio implementation, and monitors performance. DWIA also offers personal financial planning and family office advisory services. DWIA does not manage assets on a discretionary basis.
Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.37% |
DWIA assesses a minimum annual fee of $15,000 to accounts receiving ongoing asset management services. Fees may be negotiated for clients where specialized investment services are needed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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