Durata Wealth Management offers customized wealth management services designed to help individuals and high-net-worth clients reach their financial goals. Operating as a fiduciary, Durata Wealth Management provides continuous personal client contact, delivering discretionary investment management alongside comprehensive financial planning. When managing investment portfolios, Durata Wealth Management primarily builds globally diversified strategies using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments, tailoring each portfolio to the client's individual risk tolerance, time horizon, and tax considerations. Durata Wealth Management also evaluates and incorporates environmental, social, and governance preferences or factor-based strategies when requested. In addition to portfolio oversight, Durata Wealth Management assists with retirement planning, education funding, and overall financial consulting. The firm operates out of Alta, Wyoming, and is led by Patrick C. Todd.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable at the sole discretion of the advisor.