DES Financial Group provides investment advice and financial planning services. For investment management, they work with clients to identify their goals, risk tolerance, and objectives to create a portfolio using stocks, bonds, exchange traded funds, and other investments. They also offer financial planning services covering assets, liabilities, goals, and objectives, including retirement, estate, debt, and education planning. Implementation of financial planning recommendations is at the client's discretion.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged to the client’s account will not exceed 1.50%.