Deep Think Investments (DTI) offers asset management services, managing client accounts with ongoing supervision. DTI also provides financial planning and consulting services to help clients understand their financial situation and set objectives, covering areas like tax planning, asset allocation, and retirement planning. Specific services are tailored to each client's Investment Policy Statement, which outlines their financial situation and risk tolerance.
Assets Under Management$23M
Clients24
Advisors2
Avg. per Client$970K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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