DeSimone Investments (DSI, LLC) offers ongoing portfolio management based on your financial situation and goals. They also provide financial planning services, including retirement planning, investment planning, and IRA/401k rollovers. If you need more than the basic planning included with portfolio management, you can get a full written financial plan or consult on specific topics. DSI, LLC does not participate in wrap fee programs.
Assets Under Management$74M
Clients112
Advisors1
Avg. per Client$660K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1M+ | 1.00% |
Management fee may be negotiable and discounts are offered to select friends and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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