Deimark Corp directs clients to third-party investment advisors like Morgan Stanley Smith Barney. Deimark verifies that all recommended advisors are properly licensed. Deimark generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds. Client investment strategies depend on the client’s current situation and risk tolerance. Clients may impose restrictions on investments, but Deimark reserves the right to end the relationship if restrictions prevent them from properly servicing the account.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Deimark's fee is 0.25% and the third party's fee is 1.50% for a total fee of 1.75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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