Drucker Wealth is a financial planning and wealth management firm that provides services to individuals, high-net-worth individuals, and small business owners. Drucker Wealth offers financial planning as a standalone service or as part of an asset management engagement. Planning services include tax planning, equity compensation planning, insurance and estate planning. Drucker Wealth also offers discretionary asset management services.
Assets Under Management$670M
Clients837
Advisors5
Avg. per Client$800K
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Drucker Wealth's asset management fees generally do not exceed 1.25% annually. However, there is a $6,000 minimum annual fee, which may result in fees exceeding 1.25% for smaller accounts. Fees are charged quarterly in advance based on the market value of the assets on the last day of the previous quarter.
Loading...