DESMO Wealth Advisors provides comprehensive financial planning and investment management services to individuals, high net-worth individuals, and business owners. DESMO Wealth Advisors helps clients navigate retirement planning, tax strategies, estate planning, cash flow management, insurance needs, and education funding. The firm primarily practices passive investment management, building diversified portfolios using index mutual funds and exchange-traded funds. DESMO Wealth Advisors partners with third-party automated platforms like Betterment to execute trades and manage accounts, utilizing integrated rebalancing and tax-loss harvesting tools while providing ongoing oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Fees are accrued daily and billed quarterly. Outside manager or custodial platform fees are separate.