DRW Financial offers investment management services based on individual client goals, including creating an investment policy statement, asset allocation, and regular portfolio monitoring. DRW also provides financial planning services, including investment planning, life insurance guidance (without selling insurance), tax guidance, retirement planning, college planning, and debt/credit planning. DRW generally limits its investment advice to mutual funds, equities, bonds, ETFs, real estate, and government securities.
Assets Under Management$62M
Clients74
Advisors1
Avg. per Client$830K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.63% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...