Dishow Wealth Management provides personalized investment management and comprehensive financial planning services to individuals, high-net-worth investors, and small businesses. The firm tailors all advisory services to each client's specific financial goals, time horizon, and risk tolerance, allowing reasonable investment restrictions. Investment management is offered on a discretionary or non-discretionary basis using a diversified approach that includes exchange-traded funds, mutual funds, equities, and fixed-income securities, with regular monitoring and rebalancing. Comprehensive financial planning covers cash flow, retirement, insurance, investments, and estate considerations, delivered as either a one-time project or an ongoing service. Specific focus areas include retirement income planning, financial education, general tax-efficient strategies, college savings plans, and budget and debt management. The firm operates independently and does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fee up to 1.50% of assets under management, billed quarterly in arrears. Fees are negotiable.