DB & C Advisors offers financial planning, consulting, and investment management services to individuals, pension plans, trusts, and businesses. Financial planning covers business planning, investments, insurance, and estate planning. Investment management involves allocating assets among various investments, including independent managers, mutual funds, and individual securities. DB & C tailors its services to each client's needs and objectives.
Fee Structure
DB & C Advisors charges an annual fee based on a percentage of the value of your investments. The specific percentage (up to 2.25%) depends on the amount you invest, the type of services you need, the time spent on your account, and other factors. This fee does not include brokerage commissions or other transaction fees.