Design Life's Journey (DLJ) provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. DLJ creates customized investment strategies and financial plans covering areas like retirement, taxes, insurance, and college planning. DLJ generally limits its investment advice to equities, fixed income securities, insurance products including mutual funds, ETFs, treasury securities, corporate and municipal bonds, REITS, BDCs and non-U.S. securities. DLJ may use other securities to help diversify a portfolio when applicable. However, we do not offer any cryptocurrency or futures investment services or support. Occasionally, options strategies will be implemented.
Assets Under Management$2.8M
Clients11
Advisors1
Avg. per Client$260K
Avg. per Advisor$2.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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