Dew Wealth Management provides various services including family office assessments, financial planning, and investment management. They offer programs like FFO Essentials, Wealth Builder, Wealth Accelerator, Virtual Family Office, and Maintenance Mode, each tailored to different client needs. Dew Wealth Management also provides retirement consulting and educational workshops. They may recommend independent investment managers and work alongside other professionals to coordinate a client's financial profile.
Fee Structure
Dew Wealth Management offers investment management services that can be combined with other service offerings. The annual fee for investment management is a percentage of your portfolio, and the specific rate depends on the program you choose:
- Wealth Builder clients: 0.40% per year
- Wealth Accelerator clients: 0.35% per year
- Virtual Family Office clients: 0.30% per year
- Maintenance Mode clients: 0.40% per year
If your portfolio is managed by an independent investment manager, you may incur additional fees as detailed in their materials.