Deller Wealth Management (DWM) provides investment management and financial planning services to individuals, high net-worth individuals, and businesses. DWM offers wealth management services that include investment management and comprehensive financial planning. DWM also offers project-based financial planning for specific financial issues and comprehensive financial planning for ongoing financial guidance.
Assets Under Management$17M
Clients69
Advisors1
Avg. per Client$250K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Wealth Management Services are offered starting at $6,000 per year and the fee is negotiable at the discretion of the advisor. Clients with less than $480,000 in assets under management will be billed monthly, on or around the first of each month, at a rate of $500 per month.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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