DFW Wealthcare Advisors offers investment management and financial planning services. For investment management, they offer both discretionary (where they make trades for you) and non-discretionary (where you approve each trade) options. They may also recommend third-party managers. Financial planning covers wills, estate planning, investments, taxes, retirement income, Social Security, and insurance. Bradford Sylve is also a licensed insurance agent and will offer insurance products and services through DFW.
Assets Under Management$5.3M
Clients12
Advisors1
Avg. per Client$440K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable. When using Nepsis Capital Management as a Sub-Advisor, the total fee to the client will not exceed a total annual fee of 2.5% of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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