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Dark Horse Wealth

Dark Horse Wealth

Fee-Only Advice Cazenovia, NY

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Services

Dark Horse Wealth Services

401(k) Plans

Individual

Small Business

DHW “Check-up”

Mission Statement

At Dark Horse Wealth, our mission is to empower our clients by providing them with a solid foundation in investment planning. We believe in working collaboratively with our clients to create customized, easily understandable investment strategies that align with their unique financial goals. Our aim is to demystify the investment planning process and make it accessible to everyone. Contact us today to learn how we can help you achieve financial success.

A Independent Fiduciary

We make money with our clients rather than selling them products to make money off our clients. As a fiduciary we are obligated to put our clients interest first. We are not affiliated, owned or compensated by the financial industry. We do not work on a commission basis. Our clients pay us directly.

Sensible & Transparant Fees

In our opinion sensible advisory fees should total 1%  or less, and therefore the maximum fee paid to us is 1%. Transparency is achieved by directly invoicing our clients so they are aware of exactly how much they paid their advisor for their services and also by lowering commission payments to brokers and brokerages as much as “reasonably” possible.

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  • Retirement Plan Services
  • DHW “Check Up”
  • Individual
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© Themeisle; Image and icon credits: Caz Lake Image (Flickr, Doug Kerr), audiobook by Piotrek Chuchla from the Noun Project

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