Dew Wealth Strategies, LLC

DEW Wealth Strategies, LLC is a fee-only investment adviser based in Clayton, Missouri, established in 2002. The firm specializes in providing portfolio management services, financial planning, pension consulting, and wealth management for individuals, businesses, trusts, and charitable organizations. The firm manages approximately $89.2 million in discretionary assets as of March 2025. DEW offers continuous advice tailored to individual client needs, creating personalized investment policy statements and managing portfolios accordingly. The firm may utilize sub-advisers or third-party managers based on client circumstances and needs. Investment strategies include long-term purchases, short-term purchases, short sales, margin transactions, and option writing. Fees for portfolio management services are based on a percentage of assets under management, ranging from 1.00% to 0.40% depending on the asset value. Financial planning services are charged hourly or based on net worth, with fees ranging from $3,000 to $10,000 annually. Pension consulting services and wealth management services have fixed annual fees based on client net worth. DEW operates as a fiduciary, acting in the best interests of clients. The firm does not charge performance-based fees and has no disciplinary events to disclose. Clients have the option to grant discretionary authority for investment decisions, and the firm provides regular account reviews and reporting. DEW does not engage in soft-dollar arrangements and uses Charles Schwab for brokerage services, with benefits received disclosed to clients.