Rich DeWitt Wealth Management provides investment advisory services to individuals and other clients. Services include comprehensive portfolio management, which combines asset management with financial planning, and standalone financial planning and consulting. The firm also offers retirement plan consulting to employer plan sponsors. Rich DeWitt Wealth Management aims to help clients meet their financial goals while being sensitive to risk tolerance and time horizons.
Fee Structure
Rich DeWitt Wealth Management offers comprehensive portfolio management services. The annual fee will not exceed 1.25% of the value of your account. Fees are negotiable and are deducted monthly from your account based on the value of the account on the last day of the previous month.