DJ Financial, led by Dan Jones, offers investment management and financial planning services. DJ Financial helps clients achieve their financial goals by providing financial advice and services. DJ Financial focuses on lower-cost investment options and a long-term investment perspective. DJ Financial manages client accounts on a discretionary basis, tailoring services to individual needs and risk tolerance.
Fee Structure
DJ Financial's fee for investment management is negotiated as a percentage of the value of your portfolio, ranging from 0.10% to 1.5% per year. The exact percentage depends on the size of your portfolio and the services required. DJ Financial can also negotiate hourly arrangements for limited investment management services, which include one-time setup fees, annual minimum fees, and an hourly rate.