DFG Wealth Management offers investment management through personally managed portfolios and may direct clients to third-party money managers. Financial planning services include investment, retirement/income, insurance, estate tax, and college planning. DFG Wealth Management tailors programs to each client's needs and may allow clients to impose restrictions on investments.
Assets Under Management$58M
Clients147
Advisors1
Avg. per Client$400K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$100K
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 will be applied for household total assets under management with DFGWM. Fees are negotiable, and may be waived for accounts that DFGWM may supervise but not manage daily.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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