Datum Wealth Management offers customized wealth management services that combine ongoing investment management and comprehensive financial planning. Datum Wealth Management builds personalized portfolios primarily using low-cost, diversified mutual funds and exchange-traded funds, while also considering individual stocks, bonds, and alternative investments when appropriate. Datum Wealth Management acts as a legally required fiduciary, putting your best interests first. In addition to managing portfolios, Datum Wealth Management provides financial planning covering retirement, education savings, tax-related considerations, and cash flow needs. Stand-alone financial planning services are also available for clients who do not need full portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.