D.A. Schwenker & Associates, Inc. (DASA) offers investment advice tailored to each client's financial situation. DASA recommends third-party professionals like attorneys and accountants. DASA primarily recommends Horter Investment Management, LLC (HIM) to manage client accounts. DASA gathers information about clients' financial goals, risk tolerance, and other factors to create and manage portfolios. DASA manages accounts on a non-discretionary basis, requiring client approval for asset selection.
Fee Structure
D.A. Schwenker & Associates offers investment advisory services where fees are based on a percentage of the assets they manage. The minimum annual fee is 0.50% of your portfolio. These fees are negotiable depending on the account size and services performed. Fees are charged quarterly.
DASA also recommends Horter Investment Management (HIM) to manage client accounts. The annual fee for accounts managed by HIM generally ranges from 1.75% to 1.99%. Clients do not pay a separate advisory fee to DASA when using HIM.