Drew Wealth Management
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About
Drew Wealth Management serves individual and high‑net‑worth clients with wealth management and comprehensive financial planning, including retirement, estate, college savings, business planning, and risk‑management reviews. The firm operates on a fee‑only basis and refers clients to third‑party professionals when appropriate without accepting sales‑based compensation.
The firm constructs portfolios using an asset‑allocation framework informed by modern portfolio theory and a mix of passive and active approaches, applying both fundamental and technical analysis as appropriate. For implementation it may engage Outside Managers and maintains a sub‑advisory relationship with 55ip to deploy BlackRock model portfolios and provide tax‑loss harvesting, with accounts generally managed on a discretionary basis.
Distinctive aspects include its recent formation (2024) while overseeing nearly $90 million in assets and its requirement that clients custody assets on Charles Schwab’s institutional platform, which gives access to Schwab’s institutional services. The firm also makes written financial plans available at clients’ election at no additional advisory fee and does not vote client proxies, leaving proxy decisions to clients.
Client services
Expertise
Occupation focus
Fee options
0.50% - 1.50% annually, based on assets under management, fees are negotiable and depend on client needs and complexity
Fee-only: Fee-only firm; compensation solely from client advisory fees; no commissions or other sales-related compensation
Main office
36 Maplewood Ave
Portsmouth NH 03801
Advisors at this office
1
Most active in
Florida · Louisiana · New Hampshire · Texas
Also doing business as
Drew Wealth Management · Drew Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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