Dkm Wealth Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

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 ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.50%

Fees are negotiable. Family member account values may be combined to reach breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm