Devryll Wealth Management helps clients achieve their retirement goals by providing financial plans and developing portfolio strategies. The firm offers both full and segmented financial planning services, covering areas like personal planning, cash flow management, business planning, education planning, tax planning, risk management, and investment analysis. Devryll Wealth Management also provides discretionary asset management services, monitoring client accounts and making necessary investment changes. Sub-advisors may be hired to manage portions of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.50% |
The Investment Strategy Fee will range between 0.5% and 1.1% for all clients depending on the complexity of the investment strategy, regardless of account size, and is calculated on the Average Daily Balance (ADB) of the assets in the account. The Investment Strategy Fee is negotiable.