Dominic Javier

DEAJ Insurance and Investments Consulting charges an annual fee based on a percentage of the value of your portfolio, depending on the investment management approach you select:

• Separately Managed Account (includes third-party manager fees):

  • $500,000 and below — 1.60% to 2.50% per year
  • $500,001 to $1,000,000 — 1.30% to 2.25% per year
  • $1,000,001 to $2,500,000 — 1.11% to 2.00% per year
  • $2,500,001 and above — 0.95% to 1.75% per year

• Actively Managed Account (plus a flat annual fee of $150 for billing and reporting services):

  • $500,000 and below — 1.00% to 2.50% per year
  • $500,001 to $1,000,000 — 0.85% to 2.25% per year
  • $1,000,001 to $2,500,000 — 0.75% to 2.00% per year
  • $2,500,001 and above — 0.65% to 1.75% per year

Fees are billed quarterly in arrears.