Dean Davis Wealth offers discretionary investment management and comprehensive financial planning for individuals, families, and business entities. Dean Davis Wealth manages two primary investment strategies: the MIDAS portfolio, which focuses on aggressive capital appreciation with frequent trading, and the Custom Core portfolio, which provides a tailored, actively monitored allocation. In addition to portfolio management, Dean Davis Wealth creates full financial plans covering retirement strategies, cash flow analysis, tax reduction planning, risk management, and estate preservation. The firm works closely with clients to understand their financial goals, time horizons, and risk tolerance, building customized portfolios while maintaining the authority to execute trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Schedule reflects the Custom Core portfolio. The aggressive MIDAS portfolio charges a flat 2.95% for all assets. Fees are negotiable.