DeWitt & Dunn Financial Services is a boutique investment management firm based in Addison, Texas, serving individuals, high net worth individuals, trusts, estates, corporations, and small businesses. DeWitt & Dunn partners with independent third-party money managers to provide portfolio management services. Rather than managing investments directly, DeWitt & Dunn helps clients select appropriate investment strategies and model portfolios provided by external firms, focusing on personalized client service and tailored asset allocation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
DeWitt & Dunn charges up to 1.5% annually. Clients also pay separate fees to third-party sub-advisors (Brookstone, Impact Partnership Wealth, Retirement Guys, or Beacon), bringing total combined fees up to 1.8% to 2.99% depending on the program.