Diversified Wealth Management Solutions (DWMS) offers investment management services on both a discretionary and non-discretionary basis. DWMS also provides services to qualified retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager. DWMS creates investment strategies tailored to each client's goals and objectives. Clients can impose restrictions on investments.
Assets Under Management$94M
Clients135
Advisors1
Avg. per Client$700K
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...