DGM Asset Management manages investment portfolios for individuals, trusts, estates, and businesses. DGM offers continuous supervision of client accounts, making trades when necessary. While DGM primarily focuses on investment management, they may provide limited consultation services on investment and non-investment related matters if requested by a client.
Assets Under Management$80M
Clients71
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
DGM Asset Management charges an annual fee based on a percentage of the value of your investments. This fee ranges from 1% to 2% per year, and it's negotiable depending on the size of your account, the investment style, and whether outside managers are used.
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