Rich DeWitt Wealth Management provides comprehensive portfolio management and standalone financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. Rich DeWitt Wealth Management builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and other securities, while continuously monitoring and rebalancing investments based on individual client goals and risk tolerance. In addition to investment management, Rich DeWitt Wealth Management offers financial planning and consulting covering retirement, estate, tax, education, and charitable planning, as well as real estate, insurance, and debt analysis. The firm operates as a registered investment advisor and is required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Fees are billed monthly in arrears and are negotiable.