DMLO Wealth Planning offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. DMLO creates customized investment strategies based on client goals, risk tolerance, and financial situations. They may use mutual funds, ETFs, individual stocks, and bonds. DMLO also offers financial planning services covering areas like retirement, education, and insurance needs. They may refer clients to other professionals like accountants or attorneys.
Fee Structure
DMLO Wealth Planning's investment management fees range from 0.50% to 2.00% annually, based on factors like the complexity of services, the amount of assets managed, and whether financial planning is included. The fee is calculated based on the value of your investments at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. Clients may also pay additional fees to other investment managers if DMLO recommends using them.