Dallas Money Management (DMM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. DMM creates an Investment Policy Statement for each client to guide investment decisions. DMM primarily invests in mutual funds, equities, bonds, ETFs, and government securities. Clients may impose restrictions on investments, but DMM reserves the right to terminate the relationship if restrictions hinder service.
Assets Under Management$900K
Clients1
Advisors1
Avg. per Client$900K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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