Our goal at Deller Wealth Management is to far exceed in value what you will ever pay us in a fee. Our focus is to cultivate meaningful relationships and truly help our clients with their financial needs. Our fees are completely transparent, and we strive to offer the best services with straightforward pricing, including:

  • Free introduction consultations – First in-office meeting is free
  • Transparent fee structures that fit into your monthly or quarterly budget

Wealth Management Advisory Fees

Account Value Annual Advisory Fee
$0 – $100,000 $150/month
$100,001 – $250,000 1.25%
$250,001 – $500,000 1.15%
$500,001 – $1,000,000 1.00%
$1,000,001 and above 0.85%

The above annual fees are pro-rated and paid in advance on a monthly or quarterly basis. Advisory fees are either debited from the client’s account, paid by electronic funds transfer, or by check.*


Education Planning Fees

Account Value Monthly Fee Service Tier
$0 – $5,000 $5/month Tier 1
$5,001 – $10,000 $10/month Tier 2
$10,001 – $25,000 $25/month Tier 3
$25,001 and above $50/month Tier 4

The above fees are pro-rated and paid in advance on a monthly or quarterly basis. Advisory fees are either debited from the client’s brokerage account or paid by electronic funds transfer via AdvicePay. For more information on what services are provided to client’s in the above tiers, please contact Deller Wealth Management.

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Financial Plan

Contact us today to schedule a free in-office consultation. We look forward to helping you achieve your financial goals.

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