Dream Life Wealth Management (DLWM) offers financial planning and investment management services. DLWM is a fee-only firm, meaning it only gets paid by its clients for its services. DLWM provides continuous investment advice based on individual client needs, including stocks, bonds, mutual funds, and ETFs. DLWM also offers comprehensive financial planning services, including 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. DLWM also offers Estate Planning assistance services through EncorEstate Plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Custom pricing for assets over $10,000,001. Any assets under management amount that is under $387,500 will result in a higher fee percentage than those listed above.