DESMO Wealth Advisors, LLC logo

DESMO Wealth Advisors, LLC

Updated today

Total assets under management

$13,188,028

Total clients

14

50% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

14

Average account size

$942,002

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Project Based Financial Planning fixed fee $1,000 - $4,000

Percentage

$0 - $1,000,000: 0.60% annually $1,000,000 - $3,000,000: 0.50% annually Above $3,000,000+: 0.30% annually

Other

Fee-only: Comprehensive Financial Planning: Upfront $500 - $4,000 plus $100 - $500 per month ongoing; Project Based Financial Planning: Fixed fee $1,000 - $4,000; Educational Seminars: $250 - $1,000 per seminar or up to $250 per participant; Speaking Engagements: Free to $5,000 plus travel expenses

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

DESMO Wealth Advisors, LLC

Lakeway TX, United States

Number of offices

1

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