Doctors Family Office, LLC (DFO) provides financial planning and consulting services. DFO's services include reviewing financial data, goals, and objectives to create a personalized financial plan. DFO may refer clients to other investment advisors and receive referral fees. DFO does not manage investments directly or have discretionary authority over client accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Planning consulting - Up to $250 an hour.
- Fixed rate fee - $1,500 to $10,000, depending on complexity and scope of work.
- One-time consulting fee - Up to 1.5% of the initial investment value being reviewed.
One-Time Plan:$1,500 - $10,000
Hourly Rate:Up to $250/hr
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