Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dew Wealth Management offers several service packages with fixed monthly or annual fees: Family Office Assessment (negotiable fixed fee), FFO Essentials ($15,000), Wealth Builder ($24,000/year), Wealth Accelerator ($6,000/month), Virtual Family Office ($12,000/month), and Maintenance Mode ($1,000/month). Investment management services, when added to these packages, incur an additional asset-based annual fee (0.30% to 0.40%). Standalone financial planning and consulting fees range from $1,000 to $20,000 on a fixed fee basis, or $300 to $750 per hour. Fees are subject to CPI-U adjustments.
Areas of Practice
Advisor Information
Office location
Swisher, IA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Bryan owns and operates a single-family rental property through 406 Riverview, LLC. He spends a few hours per week on this investment-related activity.