Discretionary Management Services (DMS) provides investment management services, primarily to institutional clients. DMS assumes responsibility for investment manager selection and portfolio rebalancing. DMS tailors its services to the specific needs of its clients, who establish an investment policy. DMS does not participate in wrap fee programs.
Assets Under Management$230M
Clients16
Advisors9
Avg. per Client$14M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50,000
DMS charges for investment services in two ways:
- As a percentage of the value of your portfolio. These fees may range from 0.05% to 0.70% per year.
- As a flat fixed fee, which is negotiated with clients.
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