Dhody Investment Group (DIG) offers investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, and businesses. DIG works with clients to identify their investment goals, risk tolerance, and financial situation to design a suitable portfolio strategy. DIG may recommend investments in cash, equities, mutual funds, fixed income securities, and private investments. DIG also provides financial planning services, including investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Certain Clients may be offered a fixed fee schedule instead of a tiered schedule for all or some of the Client’s accounts. Fees may be negotiable at the sole discretion of the Advisor.