DLC Wealth Management provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. DLCWM creates an Investment Policy Statement for each client, outlining their current financial situation. DLCWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors) and non-U.S. securities.
Assets Under Management$2.7M
Clients18
Advisors1
Avg. per Client$150K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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