D&T Financial Advisors (DTI) manages investment portfolios for individuals, trusts, retirement plans, charities, and businesses. DTI works with clients to determine their investment goals and risk tolerance, then creates a written investment plan. DTI primarily uses passively managed mutual funds and exchange-traded funds. DTI may also consult with clients on financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, and personal cash flow analysis.
Assets Under Management$87M
Clients40
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $499K | 1.25% |
| $499K - $999K | 1.00% |
| $999K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts of $5,000,000 or greater. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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