Design Asset Management offers investment advisory services, creating and implementing portfolios based on clients' financial situations, risk tolerance, and investment objectives. They may use various securities. The firm may recommend investments in privately offered opportunities for accredited investors. Design Asset Management may also recommend unaffiliated money managers. The firm acts as a fiduciary for its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $2.0M | 0.75% |
| $2M+ | 0.50% |
These fees apply to asset allocation management using ETFs and mutual funds. For asset allocation management using individual stocks and bonds, ETFs, mutual funds, and securities exempt from registration, the tiers are: $50,000 to $1,000,000: 1%; $1,000,000 to $3,000,000: 0.75%; greater than $3,000,000: 0.65%. For fixed income portfolios using individually managed bonds, the tiers are: $50,000 to $1,000,000: 0.75%; $1,000,000 to $10,000,000: 0.50%; greater than $10,000,000: 0.30%. Asset management fees may be reduced or waived for directors, officers and employees (and their family members) of Design Asset Management and are negotiable at the discretion of the Advisor.