Demma Wealth Management (DWM) offers wealth management services to help clients build and manage their investments and personal finances. DWM works with clients to understand their goals, review their current financial situation, and develop strategies for saving, investing, and managing risk. DWM provides ongoing support and guidance to help clients stay on track. DWM primarily recommends diversified, low-cost mutual funds and exchange traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K - $750K | 0.25% |
| $750K+ | 0.10% |
Some clients may have custom fee schedules that may be higher or lower than the tiered schedule above. Orion also charges separate fees for their services, ranging from 0.10% to 0.45% depending on whether you use mutual funds or exchange-traded funds, and an annual account maintenance fee of $25-$50.