The Driscoll Group (TDGI) offers financial plans to help clients reach their financial goals. TDGI uses a six-step process that includes identifying client desires, assessing their situation, analyzing issues, developing a plan, helping with implementation, and providing monitoring tools. Financial plans cover retirement, investments, taxes, estate, business, education, disability protection, and long-term health care. TDGI may also provide consultation or analysis work apart from financial planning. TDGI may provide investment advice on a non-discretionary basis regarding a client's allocation of their retirement plan assets.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K+ | 1.00% |