Diversified Global Investment Strategies (DGIS) offers tailored investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, business entities, and non-profits. DGIS's approach involves a consultative, team-based process that examines all aspects of clients' financial lives. Services include financial and estate planning, retirement income solutions, consulting services for business entities, and investment management.
Assets Under Management$55M
Clients55
Advisors1
Avg. per Client$1M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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