Deasil Wealth Management provides financial planning, investment portfolio management, and cash flow management services to individuals, high net worth individuals, charities, and corporations. They evaluate clients' financial situations and goals to recommend suitable services. They may also recommend third-party investment advisors. The firm uses technology for research but relies on professional judgment for advice.
Fee Structure
Deasil Wealth Management offers portfolio management services with fees based on the value of your investments. The specific percentage is not listed in the brochure. There is a minimum annual fee of $1,100. Fees are calculated and billed quarterly. The firm may also recommend third-party investment advisors, charging an annual fee of $1,000 or 1% of the assets managed by the third party, whichever is greater.
