Detterbeck Wealth Management offers investment management and financial planning services. As a wealth manager, Detterbeck Wealth Management provides advice on investments, taxes, retirement, estate planning, and asset protection. Clients can choose investment management, financial planning, or both. Investment recommendations are not limited to specific products and clients have the right to decline any investment recommendation.
Assets Under Management$250M
Clients162
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees may be negotiable on a case-by-case basis. A minimum of $1,000,000 of assets under management is required for the Total Wealth Managing service. For DWM Emerging Investor Program, the minimum account size is $200,000, up to $999,9999.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
