DLW Planning offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating modular or full written plans covering topics like retirement, insurance, taxes, and estate planning. You are responsible for deciding whether to implement their recommendations.
Assets Under Management$11M
Clients11
Advisors1
Avg. per Client$1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.38% |
| $2M+ | 0.25% |
Fees are negotiable based on several factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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