DuCharme Wealth Advisors offers investment management and financial planning services to individuals, families, and businesses. They manage investment portfolios, provide financial planning, and offer retirement plan consulting. As a legally required fiduciary, DuCharme Wealth Advisors aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon.
Assets Under Management$12M
Clients45
Advisors2
Avg. per Client$260K
Avg. per Advisor$5.8M
www.ducharmewealthadvisors.com ·www.linkedin.com/company/ducharme-wealth-advisors ·www.facebook.com/ducharmewealthadvisors
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Minimum annual fee of $1,500. Maximum annual fee of $40,750. Fees for held-away accounts are 0.60% on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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