D & G Advisory Group offers investment account management and financial planning services, including retirement analysis, college tuition planning, tax planning, estate planning, and long-term care planning. They tailor client portfolios to individual needs and regularly review accounts. D & G primarily serves individuals and high-net-worth clients, but also works with pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable.