Daline Wealth Management offers personalized investment advisory and financial planning services to individuals, high net worth individuals, and businesses. Daline Wealth builds custom investment portfolios primarily using low-cost, diversified mutual funds, exchange-traded funds, and individual stocks or bonds. The firm creates long-term strategies tailored to each client's specific goals, risk tolerance, and financial situation. In addition to investment management, Daline Wealth provides financial planning and consulting covering retirement, education savings, insurance needs, and personal savings. The firm operates as a registered investment advisor based in Tennessee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for amounts over $2,000,000 are negotiable at the sole discretion of Daline Wealth.