Del Mar Wealth Management offers investment advice tailored to clients' needs. They provide both discretionary and non-discretionary portfolio management services, monitoring performance and rebalancing as needed. Financial planning services are also available, ranging from broad-based to single-subject planning. They may recommend third-party money managers. Del Mar Wealth Management primarily advises on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$150M
Clients75
Advisors2
Avg. per Client$2M
Avg. per Advisor$74M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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