DeStefano Wealth Management (DWM) manages investment portfolios and offers ongoing financial planning. DWM works with clients to create personalized investment plans based on their individual needs and goals. Financial planning covers areas like net worth, cash flow, insurance, retirement, college savings, and estate planning. DWM also provides business planning and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Investment management services are available for Clients participating in our Ongoing Comprehensive Financial Planning. Below $500,000 in managed assets: DWM will include investment management services on up to $500,000 in assets without an additional fee for Clients utilizing our Ongoing Comprehensive Financial Planning. Above $500,000 in managed assets: Once managed assets exceed $500,000, Clients will receive Ongoing Comprehensive Financial Planning without an additional fee. The annual fees are negotiable.