Demand Wealth, based in Oakton, VA, provides investment management and financial planning services. Investment advice is tailored to individual client needs and objectives. For investment management, clients grant Demand Wealth discretionary authority to manage their accounts. Financial planning services range from broad-based to single-subject planning, with written plans provided based on client information. Demand Wealth primarily advises on ETFs but may advise on other investments based on client goals.
Fee Structure
Demand Wealth charges a fee for managing your investments that varies from 0.25% to 2.5% per year, depending on the amount you invest, the complexity of the services, and the level of administration. The fee is calculated based on the value of your investments and is billed monthly in advance. The first month of advisory services is complimentary. You can end the agreement with 30 days' notice, but no refund is given for the last month of service.