Development Group LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Development Group, LLC offers non-discretionary investment advice to institutional clients, helping them make investment allocation decisions. DGLLC also provides fund liquidation services, including valuation reports and asset recovery. DGLLC works with clients to define investment objectives and risk tolerances, requiring clients to be accredited and qualified investors. DGLLC does not manage assets directly or take custody of client funds.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Hourly Rate:$300/hr
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Location

1 Advisors at this firm