DLW Financial Management provides investment advice and financial planning to individuals, families, and businesses. Services include creating investment portfolios, retirement planning, estate planning, tax planning, and pension consulting for employer-sponsored retirement plans. DLW Financial Management tailors investment strategies to each client's needs and goals.
Assets Under Management$8.6M
Clients34
Advisors1
Avg. per Client$250K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
The management fee will never exceed a rate of 2.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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