Demers Financial Planning provides ongoing investment management and financial planning services. This includes addressing financial planning issues like cash flow, disability, estate, retirement, and education planning. Demers reviews a client's financial position, including assets, liabilities, and investments, and makes recommendations in a written financial plan.
Assets Under Management$120M
Clients38
AdvisorsN/A
Avg. per Client$3.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable. Minimum annual fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.