DBG Capital Advisors offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. DBG Capital Advisors provides discretionary portfolio services by offering standardized portfolios to its clients. DBG Capital Advisors does not offer financial planning services.
Assets Under Management$1M
Clients6
Advisors1
Avg. per Client$170K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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