Denarius Wealth Management provides investment advice and financial planning to individuals and small businesses. They offer continuous investment supervisory services, manage investment accounts, and provide advice on financial matters. Denarius customizes asset allocation and financial planning strategies for clients with the goal of enhancing their financial quality of life. They do not sell commission-based products.
Assets Under Management$3M
Clients29
Advisors1
Avg. per Client$100K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable and may vary among clients. Discounts may be offered to family members and friends of associated persons. A minimal administrative fee of 0.1% annually is charged for legacy holdings that are not actively managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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