DRS Financial Partners offers financial planning services covering retirement, risk management, education, cash flow, debt, employee benefits, equity compensation, tax, and estate planning. Clients can choose from initial comprehensive plans, project-based planning, hourly planning, or ongoing planning. DRS also manages investment portfolios based on individual client needs and goals, and may utilize third-party asset allocation models.
Assets Under Management$7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7M
Fee Structure
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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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