Deem Asset Management, based in Ohio, offers investment management services for portfolios of securities. They also provide asset management consulting, personal financial planning, real estate rental analysis, and AI-related technology consulting. Deem Asset Management uses an internally developed AI tool called ADVYZE to support securities analysis. Client portfolios are managed on a limited discretionary basis.
Assets Under Management$11M
Clients39
Advisors1
Avg. per Client$280K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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