DRM Wealth Management provides investment management services, including managing tailored investment portfolios and offering investment advice through third-party money managers. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Comprehensive financial planning is available on a retainer basis.
Assets Under Management$110M
Clients114
Advisors1
Avg. per Client$960K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Total fees charged by DRM and third-party managers will not exceed 3% of assets under management annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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