DreamWork Financial Group (DFG) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. DFG also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. DFG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, derivatives and commodities.
Assets Under Management$11M
Clients58
Advisors1
Avg. per Client$190K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$480
DreamWork Financial Group (DFG) offers two investment management tiers:
- Complete Financial Management Tier: 1.00% annually on all assets.
- Investment-Only Tier: 0.5% annually on all assets.
Fees are negotiable. DFG charges a minimum of $40/month for the Complete Financial Management Tier and $10/month for the Investment-Only Tier, not to exceed 2% of the total account value.
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