Ducere Wealth Management (DWM) offers investment management, tax optimization, and estate planning strategies, primarily serving accredited investors and qualified purchasers. DWM constructs diversified portfolios tailored to individual client objectives, including alternative investments like private credit, private equity, and real estate. DWM also employs tax-efficient investment techniques and advanced estate planning to minimize tax liabilities and preserve intergenerational wealth. For certain strategies, DWM recommends unaffiliated third-party professional investment managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
DWM also has a separate fee schedule for fixed income-only portfolios: 0-$2M: 0.60%, $2,000,001 - $5,000,000: 0.50%, $5,000,001-$10,000,000: 0.35%, $10,000,000+: 0.25%. Advisory fee is not negotiable, but DWM may charge a lesser fee or waive it in whole or in part for certain clients.