Das Financials Inc. offers investment advisory services, typically on a discretionary basis, and financial planning services to individuals, self-employed professionals, small businesses, trusts, estates, and corporations. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning. Das Financials tailors its services to each client's needs and allows clients to place reasonable restrictions on their accounts.
Assets Under Management$110K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$110K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees, account minimums, and payment terms are negotiable depending on the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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