JDV Wealth Advisors offers financial planning to evaluate your situation, goals, and risk tolerance. They can recommend third-party investment advisors based on your needs. JDV also provides portfolio management services, creating custom portfolios and monitoring them. They tailor services to each client and do not sponsor a wrap program, but may recommend one.
Assets Under Management$5.5M
Clients35
Advisors1
Avg. per Client$160K
Avg. per Advisor$5.5M
www.jdvwealthadvisors.com ·www.facebook.com/pg/jdv-wealth-advisors-llc ·www.linkedin.com/in/joe-venegas-8b06429b
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable based on the size of the account and/or if the client has multiple accounts within his household with JDV Wealth Advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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