D & P Investment Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. D & P manages investments on a non-discretionary basis, primarily using mutual funds, exchange-traded funds, and individual debt and equity securities. D & P tailors its advisory services to the individual needs of clients.
Assets Under Management$200M
Clients247
Advisors1
Avg. per Client$800K
Avg. per Advisor$200M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
D & P may negotiate to charge a lesser management fee based upon certain criteria. In addition, in limited circumstances, D & P may charge an annual fixed fee (up to $20,000) in lieu of an asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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