Dessonville Financial Group is an independent investment advisory firm offering ongoing portfolio management services. They consider each client's individual goals, time horizon, and risk tolerance. Services include investment strategy, asset allocation, asset selection, and regular portfolio monitoring. Most accounts are non-discretionary, meaning the client makes the final investment decisions.
Assets Under Management$75M
Clients72
Advisors2
Avg. per Client$1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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