Douglass Financial Group (DFG) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. DFG creates an Investment Policy Statement outlining the client's current financial situation and constructs a plan to select a suitable portfolio. DFG generally invests in mutual funds, ETFs, real estate, hedge funds, REITs, and insurance products, including annuities. DFG also provides advisory services for 401(k) plans and may use third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $200K | 1.00% |
| $200K - $500K | 1.00% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. In certain circumstances, total fees may exceed the amounts indicated in the fee schedule but will never exceed an annual fee of 3.00% of Total Assets Under Management. (For fees exceeding 2.00%, comparable services may be found elsewhere for lower fees.)