DWT Financial provides investment management on a discretionary basis, creating personalized investment portfolios using various securities like stocks, bonds, and ETFs. They also offer financial planning services, including analyzing financial situations, creating tailored plans, and providing ongoing consulting. Clients are not obligated to implement recommendations through DWT Financial and can use any provider they choose.
Assets Under Management$420K
Clients13
Advisors1
Avg. per Client$32K
Avg. per Advisor$420K
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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