Dishow Wealth Management offers personalized investment management and financial planning services. Investment management includes creating custom portfolios using exchange-traded funds, mutual funds, equities, and fixed income securities. Financial planning covers cash flow, retirement, insurance, investment, and estate considerations. They also offer financial education, general tax strategies, college savings plans, and budget and debt management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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