Assets Under Management
$352.0M
Number of Clients
404
Number of Advisors
N/A
Average Client AUM
$871K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
DSN offers financial planning, investment management, and general consulting. They develop a Risk Profile and Investment Strategy for each client. Financial planning can be a stand-alone service or coupled with investment management. Investment management can be discretionary or non-discretionary.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Exceptions to the fee schedule or special fee arrangements may be made at DSN's discretion.
3292 Eagle View Lane, Suite 290, Lexington, KY, 40509