Dark Horse Private Wealth (DHPW) offers personalized investment management and financial planning services. DHPW works with clients to understand their financial goals and risk tolerance to create tailored strategies. Services include portfolio management, financial planning, and retirement plan consulting. DHPW may use stocks, bonds, ETFs, options, mutual funds, structured products, private and public securities, and alternative investments.
Assets Under Management$100M
Clients130
Advisors5
Avg. per Client$800K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The Advisory Fee is negotiable and may be a fixed percentage instead of the tiered rate or the Advisory Fee may be a fixed dollar amount charged quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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