DV Kill Advisory Services (DVK ADV) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. DVK ADV creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a suitable portfolio. DVK ADV also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$5.1M
Clients64
Advisors1
Avg. per Client$80K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.78% |
| $5M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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