Denby Financial Services provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, called a Wealth Health Review, which can cover specific or multiple financial topics. You are responsible for deciding whether to implement their financial planning recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.15% |
| $50K - $100K | 1.00% |
| $100K+ | 0.95% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.