Dorsey Wealth Management (DWM) is a financial planning firm that offers investment advice and financial planning services, including tax, estate planning, risk management, and retirement planning, to individuals and families. DWM is a fee-only firm, meaning it's compensated solely by fees received directly from clients. DWM has the authority to make trades without asking first, within an agreed-upon strategy.
Assets Under Management$58M
Clients36
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
The minimum quarterly fee is $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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