Daehan Securities provides investment management and financial planning services. They offer equity and balanced portfolio management, tailoring advice to individual client needs. Financial planning services cover various aspects of financial management, with plans based on the client's current situation and goals. Clients are not obligated to act on recommendations or effect transactions through Daehan Securities.
Assets Under Management$4.7M
Clients35
Advisors1
Avg. per Client$130K
Avg. per Advisor$4.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Schedule is for Equity Portfolio. Balanced Portfolio fees are: 1.50% on the first $500,000, 1.00% on assets between $500,001 and $1,000,000, and 0.75% on assets over $1,000,000. Managed mutual fund portfolios are assessed an annual management fee of 0.20% on assets under management over $100,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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