D&S Wealth Management Group provides financial solutions to help clients achieve their financial goals. Services include portfolio management tailored to investment goals and risk tolerance, and financial planning covering areas like education, tax, estate, retirement, investments, real estate, and insurance. They may recommend third-party money managers and receive a portion of the fee.
Assets Under Management$52M
Clients57
Advisors1
Avg. per Client$910K
Avg. per Advisor$52M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees may be negotiated, waived, or reduced on a client-by-client basis. For any portion of your account managed by a third-party money manager, this management fee schedule may not apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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