DWP Investment Management provides portfolio management based on individual client goals and risk tolerance. They create investment policy statements and offer financial planning services, including investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. DWP's investment advice is limited to mutual funds, equities, bonds, ETFs, and REITs.
Assets Under Management$54M
Clients94
Advisors2
Avg. per Client$580K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...