Delgado Private Wealth Management (DPWM) provides investment management and financial planning services. DPWM creates investment strategies based on each client's goals, risk tolerance, and time horizon. DPWM offers ongoing portfolio management, pension consulting services, and financial planning, which includes investment planning, insurance, tax, retirement, college, and debt/credit planning. DPWM primarily recommends low-cost ETFs but may use other securities to diversify portfolios.
Assets Under Management$42M
Clients67
Advisors1
Avg. per Client$630K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. DPWM may negotiate a fixed fee schedule at DPWM 's discretion. Under this arrangement, DPWM will charge a fixed annual rate of 1.5% for portfolio management. The fixed fees will never exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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