Fees & Expenses

DeMore Wealth Management is a fee-based advisory firm. Our financial consultation and investment advisory fees are disclosed before entering into a relationship.  Our fees are 100% transparent.  We are proud of our fee structure and believe we deliver extraordinary value to our clients. 

We give a complimentary one hour financial consultation. After the initial discussion, we can tailor a financial plan that works for you and then provide a clear estimate of any fees that will be involved with creating and maintaining your plan.

If you have recently reached a key financial milestone such as marriage, divorce, having children or grandchildren, retirement, or the death of a loved one, you may simply need an objective financial review or personal coaching. But we understand that you may be looking for a trusted partner to provide these services as well as manage your portfolio as part of an ongoing relationship. Once we know your needs, we can give you a specific menu of our costs, including:

  • Consultation – Fees range from $150 to $10,000, depending on the scope of the project.
  • Asset management – The average fees range from .50% to 1.4% annually, depending on the value of your managed assets.
  • Project based – Fees for projects such as funding trusts, division of assets, changing beneficiaries or re-titling of assets are billed at our hourly rate of $175 for professional work.

With our consultative approach and transparent fee structure, you can always be sure that we are acting in your best interest.