DBK Financial Counsel provides investment advice to high-net-worth individuals, focusing on securities like fixed income, equities, and ETFs. DBK creates personalized investment plans and manages portfolios based on client goals and risk tolerance. DBK also offers financial planning services covering areas like retirement, college, and tax planning.
Assets Under Management$200M
Clients77
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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