Dresner Financial Planning provides financial planning and investment consultation services, including cash flow analysis, debt management, risk management, employee benefits review, retirement planning, education planning, and estate planning. Dresner also offers investment supervisory services, implementing investment strategies based on your risk profile and goals. The firm provides educational workshops on personal finance and investing.
Assets Under Management$1M
Clients3
AdvisorsN/A
Avg. per Client$330K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.