Doench Wealth Management offers portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. DWM creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. DWM primarily recommends ETFs and equity securities. Clients may impose restrictions on investments, but DWM reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$4M
Clients20
Advisors1
Avg. per Client$200K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.00% |
| $100K - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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