Digital Wealth, LLC offers investment management services where they manage client funds based on individual needs, creating portfolios based on investment policy and asset allocation targets. They primarily advise on stocks, bonds, mutual funds, and ETFs. They also offer financial planning services covering retirement, risk management, college savings, and estate planning. Financial planning can be comprehensive with ongoing access to a planner, or project-based for specific needs.
Assets Under Management$7.2M
Clients15
Advisors1
Avg. per Client$480K
Avg. per Advisor$7.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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