Drost Financial manages investment portfolios based on clients' individual needs and goals. They also offer ongoing comprehensive financial planning, where a planner works with clients to develop and implement a plan, monitoring it and recommending changes as needed. The firm uses fundamental analysis and modern portfolio theory in its investment strategies.
Assets Under Management$43M
Clients70
Advisors1
Avg. per Client$610K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable, not to exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...