Dachtler Wealth Advisors is a registered investment advisory firm. They offer asset management services, managing client accounts with ongoing supervision and investment opportunities in various securities. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives. These services cover areas like tax planning, asset allocation, retirement planning, and more. Financial planning is included in the asset management fee. They also offer retirement plan consulting services to plan sponsors.
Assets Under Management$100M
Clients85
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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