DBM Advisors, operating as Biggs Financial, offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and may manage investments with or without the client's prior approval for each transaction. They also offer financial planning services covering areas like retirement, education, and debt management. DBM Advisors primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
TD Ameritrade charges an ABP quarterly fee of 0.0017% in addition to DBM Advisors' fee. A portion of the fee charged to clients is paid to Securities America, Inc. (7%) and to Mr. Burkes (1%) for compliance services and expenses.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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