DayMark Wealth Partners offers investment advice and financial planning to individuals, families, and institutions. Services include asset management, comprehensive portfolio management (which combines asset management with financial planning), and financial planning & consulting. DayMark also uses independent managers and a platform called Dynasty Network for operational support and access to investment programs.
Assets Under Management$5B
Clients2,107
Advisors27
Avg. per Client$2.4M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
DayMark Wealth Partners offers two investment management services:
- Asset Management: The annual fee will not exceed 1.75% of the value of your account, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. If an account is being charged a minimum account program fee because of the total market value of the account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.
Clients may also incur fees charged by third-party managers if those managers are used.
Loading...
Location
27 Advisors at this firm
Page 1 of 2