DB Asset Management (DB-AM) is an investment advisory firm focused on building long-term wealth for clients. DB-AM offers ongoing investment management services based on each client's goals, objectives, time horizon, and risk tolerance. DB-AM generally limits its investments to equities, mutual funds, ETFs, and REITs, but may use options to protect and diversify portfolios.
Assets Under Management$9M
Clients16
Advisors1
Avg. per Client$560K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
DB Asset Management's fee for managing your investments is a percentage of the value of your portfolio, ranging from 1.0% to 2.75% per year. The exact fee is negotiable and outlined in your Investment Advisory Agreement. Fees are calculated based on the market value of your account at the end of each quarter and are paid after the quarter ends.
Loading...