DHL Wealth Management (DWML) provides ongoing portfolio management based on individual client goals and risk tolerance. DWML creates an Investment Policy Statement for each client. DWML also offers financial planning covering investments, insurance, taxes, retirement, education, and debt. DWML may refer clients to third-party investment advisors and Estate Guru for estate planning needs. DWML primarily recommends fixed income annuities.
Assets Under Management$7.5M
Clients4
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. DWML may direct clients to Wealth Trust Asset Management (WTAM) with a total fee of 1.22% (DWML 1.00%, WTAM 0.22%).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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