Drumond Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

Drumond Wealth Management offers investment advisory and financial planning services. They manage portfolios using a tactical allocation strategy, aiming to reduce risk and increase performance. This involves using various securities and potentially redistributing investment allocations. Financial planning includes investment strategies, retirement planning, tax optimization, cash flow analysis, estate planning, and asset protection. Drumond Wealth Management tailors its services to each client's needs.

Assets Under Management$61M
Clients132
Advisors4
Avg. per Client$470K
Avg. per Advisor$15M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm

Drumond Wealth Management | TrueAdvisor