Direct Financial Care offers financial planning, financial consulting, and investment management services to individuals, high net worth individuals, and small businesses. Financial planning and consulting are non-discretionary, meaning clients make the final decisions. Investment management is typically discretionary, allowing Direct Financial Care to make investment decisions on the client's behalf. The firm primarily uses passive investment management strategies.
Fee Structure
Direct Financial Care's investment management fees are based on a percentage of your portfolio and are individually negotiated. These fees typically range from 0.25% to 1.00% annually, although some clients may pay more or less based on their financial situation. In some cases, a flat quarterly fee may be negotiated, which will be adjusted annually for inflation.