Digital Wealth Partners (DW Partners) offers investment advisory services, primarily managing portfolios for clients with large positions in digital assets. DW Partners provides investment strategy, asset allocation, and regular portfolio monitoring. DW Partners can also facilitate clients borrowing against their digital assets to invest in securities and digital assets. DW Partners also offers financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fee schedule is for digital assets only. Traditional assets are billed at a lower rate: Up to $5 million: 0.75% per year; Above $5 million up to $10 million: 0.50% per year; Over $10 million: 0.40% per year. DW Partners may receive a performance fee equal to 20% of the profits in a client’s account if the client is qualified and the account’s profits exceed an annualized hurdle rate of 8% subject to a high-water mark.