Dean Dorton Wealth Management (DDWM) manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. DDWM works with clients to determine their investment objectives and risk profile, then designs a written investment policy. DDWM also offers financial planning services, including retirement planning, tax planning, and insurance analysis. DDWM uses third-party sub-advisors for some client accounts.
Assets Under Management$81M
Clients79
Advisors3
Avg. per Client$1M
Avg. per Advisor$27M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Schedule applies to accounts custodied at Fidelity. A minimum annual fee of $2,500 applies unless waived. For accounts custodied at LPL, the annual fee is a flat rate, typically ranging from 0.35% to 1.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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