DecisionMap Wealth Management (DMWM) provides financial planning, consulting, and investment management services. DMWM manages investment portfolios and offers advice on various securities, mutual funds, and exchange-traded funds. DMWM also uses independent investment managers. DMWM tailors its services to individual client needs and objectives, consulting with clients to assess their risk tolerance and financial situation.
Assets Under Management$240M
Clients139
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
DMWM can negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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