DTM Advisory Group LLC offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering areas like retirement, education, and investments. You're responsible for implementing their planning recommendations. DTM Advisory Group LLC primarily advises on mutual funds, ETFs, stocks, and bonds.
Assets Under Management$840K
Clients27
Advisors1
Avg. per Client$31K
Avg. per Advisor$840K
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $99K | 1.25% |
| $99K - $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K+ | 0.70% |
Fees are negotiable. Minimum account size is $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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