DPH Financial provides personalized financial advice to individuals, charitable organizations, and small businesses. Services include comprehensive and area-specific financial planning, project work, and financial education. Advice covers financial objectives, cash flow, investments, education, retirement, and estate planning. DPH Financial manages investments on a discretionary basis through a third-party custodian.
Assets Under Management$2.1M
Clients19
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K - $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.5M | 0.40% |
| $1.5M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees negotiable above $3,000,000. Accounts less than $25,000 are charged a flat quarterly fee of $25-$55.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...