DePaolo & May Strategic Wealth is a fee-only registered investment advisor offering wealth management services to individuals, families, and institutions. Services include investment management and financial planning. Financial planning is included with portfolio management, but can also be engaged as a stand-alone service. DMSTRATEGIC does not receive commissions for selling financial products.
Assets Under Management$51M
Clients49
Advisors2
Avg. per Client$1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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