DTM3 Corporation offers financial strategies and serves as a single point of contact for executing these services. They coordinate professional services to design, implement, and maintain financial plans. DTM3 provides investment-related advisory services, insurance evaluations, estate and trust consultation, business consultation, and project-based consulting. They also offer financial planning services based on the client's current situation and goals, reviewed and amended as often as the client requests.
Fee Structure
DTM3 Corporation offers investment management services, typically using third-party investment advisors to manage client portfolios. Fees for these advisors are in addition to DTM3's own advisory fees and are usually deducted directly from client accounts. DTM3's fees are negotiated directly with the client and are asset-based, calculated using the custodian statement's valuation and billed or collected in advance on a quarterly basis. For clients at Altruist, fees may be charged monthly in arrears. Clients also pay transaction fees to the custodian or broker-dealer.