DKM Wealth Management offers tailored investment advice and portfolio management to meet individual client needs. They provide ongoing reviews to discuss financial situations and changing needs. DKM also offers financial consulting services, ranging from broad-based financial planning to single-subject planning. They manage held-away assets through Pontera, regularly reviewing and rebalancing investment options.
Assets Under Management$320M
Clients180
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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