DESMO Wealth Advisors (DWA) offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. DWA also provides project-based financial planning on individual topics. For investment management, DWA uses outside managers like Betterment LLC. DWA may also provide educational seminars.
Assets Under Management$13M
Clients14
Advisors1
Avg. per Client$940K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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