Des Financial Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$32M
Clients72
Advisors1
Avg. per Client$450K
Avg. per Advisor$32M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum annual fee charged to the client’s account will not exceed 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm