Dollar Sign Ventures offers both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. They also provide financial planning services, including retirement strategy, risk management, tax reduction, and estate preservation. Seminars and workshops are held to educate the public on investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.00% |
| $25K - $100K | 0.75% |
| $100K - $1.0M | 0.50% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...