DW Investment Solutions (DWIS) provides ongoing investment management based on individual client goals and risk tolerance. DWIS creates an Investment Policy Statement for each client to guide portfolio selection. DWIS also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. DWIS may request authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.55% |
Fees are based on total value under management per family. Fees are prorated for each individual in the family based on the percentage of the individual account to the total family value under management. The minimum fee for investment supervisory services is $600 per year for TIAA CREF Plans. There is no minimum for Investment Portfolios.