Drew Wealth Management offers investment management and financial planning services. Drew Wealth Management primarily advises on stocks, bonds, mutual funds, ETFs, and government and municipal securities. Clients grant Drew Wealth Management authority to buy and sell securities on a discretionary basis. Drew Wealth Management also provides financial planning, which may include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
Drew Wealth Management charges an annual fee of 0.50% to 1.50% for wealth management services, based on the value of your portfolio. The specific fee depends on your needs, complexity, time, research, and resources required. Fees are paid monthly in advance. Fees are negotiable.