The Driscoll Group, INC.

Fixed/Hourly

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.

Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.50%
$300K - $500K1.25%
$500K+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

4 Advisors at this firm

The Driscoll Group, INC. | TrueAdvisor