Assets Under Management
$580.5M
Number of Clients
2,731
Number of Advisors
59
Average Client AUM
$213K
AUM per Advisor
$9.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dempsey Lord Smith, LLC (DLS) provides portfolio management services through a wrap fee program, utilizing third-party asset managers and/or DLS. They gather client information to determine suitable asset allocation strategies and manager selection. DLS monitors manager performance and offers client meetings for review. Assets are custodied at National Financial Services, LLC.
901 N Broad Street, Suite 400, Rome, GA, 30161