DH Asset Management, LLC offers asset management services tailored to individual client's investment goals, risk tolerance, and time horizon. DH manages client accounts on a continuous basis, making changes as needed. DH invests in mutual funds, ETFs, equities, and individual bonds. The firm has a preferred minimum account size of $250,000.
Assets Under Management$36M
Clients23
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable based on size and complexity of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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