Delvaux Wealth Management is a fee-only firm offering personalized wealth management and consulting services. Wealth management includes investment management and financial planning. Investment management is discretionary, meaning Delvaux Wealth Management makes investment decisions for clients. Financial planning is tailored to wealth management clients. Consulting services are offered as a one-time portfolio review for do-it-yourself investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Fees are calculated using a blended rate. For clients that have accounts managed by an Independent Manager, the Independent Manager’s fee will be charged separate from the Delvaux Wealth Management fee. At no time will the combined fees of the advisor and the third-party manager exceed an annualized rate of two percent. Delvaux Wealth Management reserves the discretion to negotiate fees with prospective and existing clients.