Dark Horse Wealth offers wealth management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to select a portfolio that matches their specific situation. Dark Horse Wealth also offers investment consulting and financial planning services on an hourly fee basis.
Assets Under Management$29M
Clients94
Advisors1
Avg. per Client$310K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.20% |
| $200K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. All existing clients of DHW will remain with their current fee schedule. The new fee schedule is effective April 1, 2024, going forward for all new clients of DHW.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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