DWM Family Wealth offers investment management through third-party sub-advisers and financial planning services. DWM Family Wealth monitors the sub-adviser's performance and acts as a liaison between the client and the sub-adviser. Financial planning covers investment, retirement, and education planning, as well as portfolio review and asset allocation. DWM Family Wealth also offers consultations for specific financial issues.
Assets Under Management$23M
Clients34
Advisors1
Avg. per Client$680K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
DWM Family Wealth uses sub-advisers to manage your investments. The total annual fee for investment management will be a maximum of 1%, which includes DWM Family Wealth's fee and the sub-adviser's fee. The sub-adviser will deduct the fee from your account and pay DWM Family Wealth directly.
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