DeVore Financial Advisors offers investment management services, creating customized portfolios of mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They also provide financial planning services, including investment planning, retirement planning, and education savings. DeVore Financial Advisors may refer clients to other specialists like accountants or attorneys. Clients are not obligated to implement any recommendations.
Assets Under Management$51M
Clients40
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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