Deeringer Wealth Management (DWM) provides investment advice, financial planning, and retirement plan consulting. DWM allocates client assets to various investments based on their objectives, risk tolerance, and time horizon. Investments primarily include mutual funds and exchange-traded funds. DWM also offers financial planning services such as retirement, education, estate, and tax planning. DWM may recommend additional services that it or its licensed insurance agents provide for compensation.
Assets Under Management$34M
Clients16
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$34M
www.deeringerwealth.com ·www.linkedin.com/in/jonathan-deeringer ·www.facebook.com/jonathan.deeringer
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be modified to accommodate individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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