DDO Advisory Services offers financial planning and investment management services. Financial planning covers areas like budgeting, retirement, insurance, and taxes. Investment management involves creating a customized portfolio based on your goals and risk tolerance, using mutual funds and ETFs. DDO may manage the portfolio directly or use third-party managers. DDO does not take custody of client assets.
Assets Under Management$29M
Clients44
Advisors1
Avg. per Client$660K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 2.30% |
| $1.0M - $2.0M | 2.20% |
| $2.0M - $4.0M | 1.95% |
| $4M+ | 1.75% |
The Advisor Fee (DDO's fee) is negotiable. The total annual fee includes a platform fee paid to a third-party manager and an advisor fee paid to DDO.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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