3dhWealth is a fee-only registered investment advisor providing investment management and financial planning services. 3dh develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow and debt management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning strategies. Services are tailored to individual client needs.
Fee Structure
3dhWealth's investment management fee is a percentage of the value of your portfolio, and it's calculated quarterly. The fee schedule is:
- $0 - $250,000: 1.05% to 1.25% per year
- $250,001 - $2,500,000: 0.95% to 1.05% per year
- $2,500,001 and Above: 0.75% to 0.85% per year
The fee is calculated using a blended tier system. 3dh also offers short-term cash management solutions with fees ranging from 0.25% to 0.45% annually.