Downie Financial Group (DFG) manages investment portfolios based on clients' individual needs and goals. DFG also offers comprehensive financial planning, covering areas like retirement, insurance, college savings, and estate planning. Clients receive ongoing support and annual plan reviews. DFG also provides financial planning on specific topics on a fixed fee or hourly basis.
Assets Under Management$31M
Clients129
Advisors1
Avg. per Client$240K
Avg. per Advisor$31M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K+ | 1.00% |
Fees are negotiable. Legacy clients may receive reduced management fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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