Dumont Wealth provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning services covering investment, retirement, estate, tax, insurance, college, and debt/credit planning. Dumont Wealth may also recommend third-party investment advisors to manage client assets. Client investment strategies are tailored to their individual circumstances and risk tolerance.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$700K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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