DeHoff Wealth Advisory provides investment management and financial planning services. DWA develops a client's personal investment policy or an investment plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. DWA also provides financial planning services covering areas such as 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.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Financial Planning is included at no additional charge for clients engaged in our Wealth Management services. Fees are negotiable and some fees may vary by Client for similar services.