DFG Wealth Management manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. DFG Wealth Management offers several in-house strategies including growth, fixed income, dividend equity, and environmental, social, and governance portfolios, as well as selection of third-party money managers. The firm's financial planning services cover investment planning, retirement income, tax planning, insurance, estate planning, and college savings. DFG Wealth Management operates with discretionary authority and tailors its services to client goals and risk tolerance.
Assets Under Management$65M
Clients143
Advisors1
Avg. per Client$450K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Break points apply for household total assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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