Dahl Financial Services, Inc. (DFSI) offers ongoing investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. DFSI does not require a minimum account size. Financial planning services are billed separately on an hourly basis or as a flat project rate.
Assets Under Management$31M
Clients125
Advisors1
Avg. per Client$250K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee percentage may be less depending on such factors as composition of assets and any large holdings that are to be monitored but not likely to be sold.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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