DWP Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm primarily serves individual and high-net-worth clients, offering ongoing discretionary portfolio management, financial planning and consulting, and 401(k) participant services. It limits investment recommendations to mutual funds, equities, bonds, fixed income, ETFs, REITs and government securities, and also provides business-focused financial modeling and valuation work for clients that require it.
The adviser documents each client’s goals, income, net worth, time horizon and risk tolerance in an Investment Policy Statement and manages accounts on a discretionary basis using fundamental analysis with both long- and short-term trading. Accounts are reviewed at least twice a year, and the firm requires clients to use its recommended custodian and debits advisory fees directly from client accounts with client authorization.
Noteworthy distinctions include the firm’s offering of educational seminars and workshops and its participation in a paid lead-generation program (SmartVestor operated by Ramsey Solutions), for which separate disclosures are provided to prospects. The firm also uses an external virtual assistant provider (EverSource CID/Consider It Done) for administrative and client support with confidentiality agreements, and it manages client assets in-house rather than selecting outside managers.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting, specifics vary per client agreement
$0 - $1,000,000: 1.00% annually $1,000,001 - $4,000,000: 0.75% annually $4,000,001+: 0.50% annually
$300 per hour
Account minimum: $500,000 Fee-only: Financial planning and consulting fees offered as flat fees or hourly fees
Main office
Austin TX
Advisors at this office
2
Most active in
Texas
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.
Forms ADV
Quick links
Advisors at this firm
Pamela S
CFP®, ChFC®
Austin, TX
DWP Investment Management, LLC
Pamela Scheppele is a CFP® and ChFC® with four years of industry experience, currently serving at DWP Investment Management, LLC in Austin, TX. Her prior work includes roles at LPL Financial, LLC, Prudential-related firms, and Singer Wealth Management, LLC. She is a board member of the Maine School of Science and Mathematics Foundation and participates in the Women in Insurance and Financial Services professional association. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and tailored investment strategies, managing approximately $54 million in assets with all portfolios overseen in-house.
Daniel P
CFA®, Series 63
Austin, TX
DWP Investment Management, LLC
Daniel Payne is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at DWP Investment Management, LLC since 2011. He holds a Series 63 license and is based in Austin, TX. DWP Investment Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis within a defined investment universe and offers additional services such as business financial modeling and educational seminars.
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