DKM Wealth Management is a registered investment advisor based in Stockton, California. The firm manages investment portfolios on a discretionary basis, meaning they make trades on your behalf after understanding your financial goals, risk tolerance, and time horizon. As part of their portfolio management services, DKM Wealth Management provides complimentary ongoing financial planning and consulting services. They also offer management for accounts not held with their recommended custodian, such as employer retirement plans like 401(k)s, using account aggregation tools. Additionally, DKM Wealth Management provides standalone financial consulting services ranging from broad-based financial planning to single-subject advice. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. Family member account values may be combined to reach breakpoints.