DL Wealth Management Group offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. DL Wealth Management Group creates an Investment Policy Statement for each client, which outlines the client’s current situation and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. DL Wealth Management Group may direct clients to third-party investment advisors to manage all or a portion of the client's assets.
Assets Under ManagementN/A
Clients135
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
www.dlwealth.com ·www.linkedin.com/in.com/in/billy-delano-8551a61... ·www.linkedin.com/in/danlaframboise
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
If DL Wealth Management Group directs clients to SEI Private Trust Co., the total fee will be up to 2.45% (DL Wealth Management Group's fee up to 1.25% and SEI's fee up to 1.20%). Fees are variable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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