Demming Financial Services Corporation (DFSC) offers financial planning, consulting, and investment management services. DFSC manages client investment portfolios by allocating assets among independent investment managers, mutual funds, exchange-traded funds, and individual securities. DFSC also advises on investments like variable life insurance, annuity contracts, and assets in employer-sponsored retirement plans. DFSC develops an Investment Policy Statement with each client to address their risk tolerance, time horizon, and liquidity needs.
Assets Under Management$680M
Clients752
Advisors5
Avg. per Client$900K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable above $7,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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