Durkin Investment Group (DIG) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. DIG creates an Investment Policy Statement for each client to construct a plan and select a suitable portfolio. DIG primarily advises on mutual funds and exchange traded funds, but may also use other securities to diversify portfolios.
Assets Under Management$69M
Clients64
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees negotiable above $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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