DS Investment Advisors provides investment management services, including creating and maintaining investment policy statements. They consider your financial circumstances, income, expenses, assets, and investment goals when making investment decisions. They can coordinate with your tax accountant and rely on you to keep them updated on any changes in your personal circumstances. The firm manages accounts on a discretionary basis.
Assets Under Management$350M
Clients181
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are negotiable and may be aggregated for family or related persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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