The Dala Group offers investment advisory services, including financial consulting and portfolio management. Financial consulting covers cash flow analysis, investment planning, retirement planning, estate planning, charitable planning, education planning, and tax planning. Portfolio management is offered through wrap fee programs. The firm acts as a fiduciary, prioritizing client interests and maintaining open communication.
Fee Structure
The Dala Group offers portfolio management services only through wrapped accounts. The minimum fee for this service is $4,800 per year. Fees are billed monthly in arrears based on the market value of your portfolio on the daily time-weighted average of the month. More information can be found in the firm's Wrap Fee Program Brochure.