D & G Advisory Group, L.L.C.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$160M
Clients283
Advisors2
Avg. per Client$550K
Avg. per Advisor$78M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment management fees are negotiable.

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Your Portfolio Value
$500K
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Location

2 Advisors at this firm

D & G Advisory Group, L.L.C. | TrueAdvisor