DSM Financial refers clients to third-party investment managers. DSM Financial also provides financial planning services, including evaluating an investor's current and future financial state. They also offer seminars and workshops to educate the public on different types of investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
DSM Financial does not directly manage client assets. Instead, they refer clients to third-party money managers. Fees for these managers vary:
- ChangePath: Up to 1.75% annually, with 1.00% paid to DSM. ChangePath also charges a platform fee: up to 0.35% for ETF-only accounts and up to 0.75% for UMA integrated accounts. Non-managed accounts have a flat fee of $6.25 per month.
- Steele Capital Management (SCM): Negotiated annual fee, not to exceed 1.5%, with DSM receiving 50% of the fee.
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