DNA Wealth Management manages investment portfolios based on individual client needs and goals. DNA also offers financial planning services covering areas like retirement, taxes, estate planning, and insurance. For an ongoing monthly fee, clients can receive comprehensive financial planning services. One-time financial plans are also available. DNA uses various methods of analysis, including fundamental, technical, and cyclical analysis, as well as Modern Portfolio Theory.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees are negotiable for accounts over $3,000,000. When investment advisory services are utilized, and at least $300,000 of assets are under management by DNA, ongoing comprehensive financial planning will be included in the investment advisory fee. DNA may waive this $300,000 threshold for legacy clients. There is a minimum fee of $10 per month.