Denver Wealth Management (DWM) offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. DWM creates customized investment strategies based on client goals, risk tolerance, and financial situations. DWM primarily invests in low-cost, diversified mutual funds and exchange-traded funds (ETFs), but may also use individual stocks and bonds. DWM also offers financial planning services, including retirement planning, cash flow analysis, and estate plan review. DWM may refer clients to other professionals like accountants and attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees associated with accounts greater than $7,000,000 will be negotiated. For any managed cash account where no equities or securities are bought in the account, the advisory fee is 0.50%. Employees and certain family members may be charged a lower fee in accordance with the Advisor’s family discount program.