Deeter Advisory Group (DAG) offers comprehensive financial planning, investment portfolio management, and estate and wealth planning services. DAG works with clients to understand their financial situation, goals, and risk tolerance to develop a financial outline and investment plan. DAG manages investment portfolios on a discretionary basis, and may recommend separate account managers. DAG also advises on estate and wealth planning issues, including wills, trusts, and charitable giving.
Assets Under Management$110M
Clients113
Advisors1
Avg. per Client$1M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
DAG may negotiate special fee arrangements where deemed appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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