DDS Investment Management acts as a solicitor, referring clients to third-party registered investment advisors at Morgan Stanley Smith Barney, LLC. DDS Investment Management does not directly manage client portfolios, provide investment advice regarding securities, or exercise discretionary authority. Instead, DDS Investment Management introduces clients to investment professionals at Morgan Stanley Smith Barney who manage the accounts. DDS Investment Management receives a referral fee from Morgan Stanley Smith Barney paid out of the client's investment advisory fee. The principals of DDS Investment Management are also certified public accountants at The Dolins Group and may offer insurance products separately.
Fee Structure
DDS Investment Management does not directly manage investments or charge direct investment management fees. Instead, clients establish accounts with Morgan Stanley Smith Barney, where investment management fees are determined by Morgan Stanley Smith Barney's standard fee schedules for their advisory programs. DDS Investment Management receives a referral fee from Morgan Stanley Smith Barney out of the advisory fees paid by the client. You will not be charged any extra fee by Morgan Stanley Smith Barney because of this referral arrangement.