Downtown Wealth Studios (DWS) offers wealth management and financial planning services to individuals, high-net-worth individuals, families, trusts, estates, businesses, and endowments. DWS works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy. DWS constructs investment portfolios using individual equities, exchange-traded funds (ETFs), open-end mutual funds, and individual bonds.
Assets Under Management$630M
Clients41
Advisors4
Avg. per Client$15M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management
Downtown Wealth Studios' wealth management fees are based on the value of your portfolio and are paid monthly, in advance. Fees are negotiated with each client and generally do not exceed 2.0% per year, unless significant additional work is required.
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