Dirigo Private Wealth offers investment management and financial planning services. DPW creates customized portfolios based on clients' goals and objectives. DPW may recommend independent managers for a portion of a client's portfolio. DPW also offers standalone financial planning services for a set fee or monthly retainer.
Assets Under Management$20M
Clients44
Advisors1
Avg. per Client$460K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts over $3,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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