Peter Dag & Associates, Inc., publishes an investment report called The Peter Dag Portfolio and manages money for clients. The Peter Dag Portfolio discusses the investment environment and provides investment portfolios in stocks, mutual funds and ETFs. Peter Dag & Associates, Inc. manages money for their clients by buying and selling securities on their behalf, on a discretionary basis. The firm's strategy is conservative.
Assets Under Management$1.5M
Clients5
Advisors1
Avg. per Client$300K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...