DBM Advisors manages investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, and business entities. The firm builds customized investment strategies primarily using exchange-traded funds, mutual funds, fixed income securities, real estate funds, and insurance products. DBM Advisors tailors portfolios based on each client's specific goals, time horizon, and risk tolerance, and can provide both discretionary and non-discretionary management. In addition to core investment services, DBM Advisors provides financial planning covering retirement, taxes, estate needs, insurance, and debt management. For business owners, the firm also offers business consulting and capital readiness services, such as strategic discussions, cash flow reviews, and transition planning, which are included as part of the standard investment management fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are generally negotiable. Fees are charged quarterly in advance.