Duckett Wealth Management (DWM) provides investment management and financial planning to individuals and businesses. DWM creates investment portfolios based on each client's financial situation, goals, and risk tolerance. Financial plans may include recommendations for budgeting, goal setting, insurance, taxes, investments, and estate planning. DWM also offers education on estate planning topics and assists clients in gathering information for outside estate planning firms.
Assets Under Management$48M
Clients109
Advisors2
Avg. per Client$440K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are occasionally negotiated in unusual situations. Legacy clients may be grandfathered in at a lower rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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