Directional Asset Management (DAM) provides ongoing investment portfolio management based on each client's goals, risk tolerance, and time horizon. DAM creates a plan to help select a portfolio that matches each client's specific situation. DAM also offers financial planning services, including investment planning, insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$120M
Clients42
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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