Dmkc Advisory Services, LLC

Assets Under Management

$668.7M

Number of Clients

446

Number of Advisors

9

Average Client AUM

$1.5M

AUM per Advisor

$74.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

DMKC Advisory Services provides fee-based investment advisory and financial planning services. They offer portfolio management through managed platforms like Atlas, Anchor, and separately managed strategies. Advisors are also registered representatives of D.M. Kelly & Company. The firm acts as a fiduciary, prioritizing client interests.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Minimum Annual Fee:$200
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location

3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312

9 Advisors at this firm

Dmkc Advisory Services, Llc | TrueAdvisor