Desla Wealth Management offers financial planning services covering net worth, protection, portfolio management, tax, retirement, estate, education, and special situations. If clients want Desla Wealth Management to manage their investments, they must enter into a Wealth Management Wrap Fee Program agreement. Desla Wealth Management also provides qualified retirement plan program services for plan sponsors.
Assets Under Management$29M
Clients44
Advisors2
Avg. per Client$660K
Avg. per Advisor$15M
Fee Structure
- Financial planning services are offered at $250 per hour. Fees are negotiable.
Hourly Rate:$250/hr
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