DLK Investment Management offers investment management and financial planning services. DLK invests assets primarily in stocks, bonds, and exchange-traded funds. DLK can create financial plans when needed. DLK does not sell financial products or securities and is strictly fee-only. DLK does not act as a custodian of client assets.
Assets Under Management$440M
Clients470
Advisors5
Avg. per Client$930K
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $6.0M | 1.00% |
| $6M+ | 0.85% |
Fees are negotiable. Lower fees have been paid under former pricing schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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