Dual Desert Wealth Management (DDWM) provides ongoing asset management services to clients. DDWM determines investment goals, time horizons, objectives, and risk tolerance to create investment strategies. DDWM has discretionary authority to execute investment program transactions. DDWM puts the client's interest first.
Assets Under Management$1.1M
Clients5
Advisors1
Avg. per Client$230K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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