Demland Wealth manages investment portfolios based on clients' individual needs and goals. The firm also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on an ongoing or hourly/project-based basis.
Assets Under Management$24M
Clients86
Advisors2
Avg. per Client$270K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.50% |
| $600K - $1.0M | 0.75% |
| $1M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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