Diversified Financial Management Group (DFMG) is an investment advisory and financial planning firm. DFMG recommends professional portfolio managers to clients, focusing on capital preservation and growth. DFMG also offers life insurance, annuities, tax reduction strategies, estate planning, college planning, and retirement income analysis. Financial planning is included as part of the overall service.
Fee Structure
Diversified Financial Management Group recommends other investment advisory firms to manage client portfolios. Fees for these services vary depending on the firm selected.
ITS Asset Management charges up to 2% annually. Gradient Investments, LLC charges fees based on the investment strategy and the amount invested, with fees ranging from 0.80% to 2% annually. AE Wealth Management charges up to 2.9% annually. These fees are in addition to any custodial or transaction fees charged by the brokerage platform.