Dvb Private Wealth

Fee-Only (% of Portfolio)Fixed/Hourly

DVB Private Wealth is a registered investment advisor located in Harrisburg, Pennsylvania, offering personalized portfolio management and holistic financial planning services. The firm focuses on helping clients build, grow, and protect their wealth, with a particular emphasis on retirement investing, income replacement, and long-term financial independence. DVB Private Wealth creates custom investment portfolios using mutual funds, exchange-traded funds, individual bonds and stocks, alternative investments, and structured notes. In addition to standard investment and retirement planning, the firm coordinates special needs planning through an affiliated entity. DVB Private Wealth tailors its approach to meet each client's specific goals, risk tolerance, and time horizon, operating under a legal requirement to act in your best interest.

Assets Under Management$230M
Clients249
Advisors2
Avg. per Client$910K
Avg. per Advisor$110M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is based on a percentage of assets under management up to a maximum of 2.00%. Specific rates are negotiated per client.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm