DMC Wealth Management offers investment management services tailored to individual client needs, including ongoing financial advice and discretionary or non-discretionary investment management. They also provide stand-alone financial planning and consulting services, covering areas like income analysis, investment analysis, retirement planning, and estate planning. DMC Wealth Management also offers pension consulting services to employee benefit plans.
Assets Under Management$59M
Clients27
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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