DSA Asset Management offers investment advice and manages investment portfolios for clients. They tailor their advice to each client's financial situation and goals. They also offer financial planning services, which involve analyzing a client's financial resources and providing recommendations. DSA Asset Management may recommend various investments, including stocks, bonds, and mutual funds.
Assets Under Management$7M
Clients19
Advisors1
Avg. per Client$370K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fee is 0.25% monthly, equivalent to 3% annually. The quarterly fee of 0.25% is contingent on a break-even return over the same quarterly period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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