Dyer Private Wealth Management (DPWM) offers portfolio management services based on individual client goals and risk tolerance. DPWM creates an Investment Policy Statement for each client. DPWM offers financial planning as a one-time, fixed fee service or as an hourly charge. DPWM also provides financial wellness coaching services on an hourly basis.
Assets Under Management$57K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$57K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable. DPWM may pay sub-advisors or TPM for use of their platform out of this fee. TPM fees charged to DPWM may vary depending on which TPM is selected or what investment strategy is selected from the TPM but normally range from .30% to .99% per annum basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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