Diversified Wealth Advisors (DWA) provides investment management services by using sub-advisors to manage client accounts. DWA customizes portfolios and monitors client needs. DWA also offers financial planning consultations covering various aspects like retirement, taxes, and estate planning. DWA also holds seminars and workshops to educate the public.
Assets Under Management$100M
Clients375
Advisors3
Avg. per Client$280K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
For accounts on the AE Wealth Management platform, clients will pay an additional 0.35%. The annual fee is negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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