DKCB Financial Advisors provides referral services, connecting clients of its affiliated accounting firm, Davie Kaplan, CPA, PC, with independent third-party money managers. DKCB gathers information about your financial situation and investment objectives to recommend a suitable manager. DKCB does not offer asset management services but may assist in selecting a manager offering a bundled fee program. DKCB representatives will review reports from the manager and assist in understanding their services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for amounts over $1,000,001. At DKCB's discretion, client accounts from one household may be consolidated with client accounts from other households to aggregate account values for fee calculations. The annual fee may then be based on an aggregate value of all accounts within the combined household.