Durham Wealth Management provides investment management and financial planning services to individuals. For investment management, Durham Wealth Management determines investment goals, time horizons, and risk tolerance to create investment strategies. Financial planning services include cash flow analysis, goal setting, investment analysis, tax review, insurance analysis, legacy planning, retirement planning, and education funding analysis.
Assets Under Management$12M
Clients83
Advisors1
Avg. per Client$140K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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