Dew Wealth Management
Assets Under Management
$361.9M
Number of Clients
176
Number of Advisors
21
Average Client AUM
$2.1M
AUM per Advisor
$17.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Dew Wealth Management provides various levels of investment advisory services, financial planning, and consulting to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Services include Family Office Assessment, FFO Essentials, Wealth Builder, Wealth Accelerator, Virtual Family Office, and Maintenance Mode.
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
Location
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260