DS Wealth Advisors (DSWAI) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. DSWAI creates an Investment Policy Statement for each client and constructs a plan to aid in selecting a suitable portfolio. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. DSWAI generally limits its investment advice to mutual funds and ETFs but may use other securities to diversify portfolios.
Assets Under Management$30M
Clients188
Advisors1
Avg. per Client$160K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.30% |
| $750K - $1.2M | 0.95% |
| $1.2M - $1.9M | 0.75% |
| $1.9M - $2.9M | 0.60% |
| $2.9M - $4.8M | 0.50% |
| $4.8M+ | 0.50% |
Fees are negotiable for accounts over $2,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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