The deBart Group offers investment advice and financial planning services tailored to individual client needs. For investment advice, they gather information about your financial situation and goals to develop a suitable strategy. They offer non-discretionary advice, meaning they need your approval before making any trades. Financial planning involves analyzing your financial resources and providing a written analysis to help you achieve your goals. You are not obligated to act on their recommendations or implement the plan through them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...