DJG Financial Services offers personalized financial planning and investment management. DJG selects individual stocks, exchange traded funds, mutual funds, and bonds. DJG provides advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Investment advice is provided on a discretionary basis, with client asset control.
Assets Under Management$86M
Clients209
Advisors3
Avg. per Client$410K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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