DSJ Wealth Management provides financial planning, consulting, and investment management services. They manage client investments by recommending independent investment managers and monitoring their performance. DSJWM also offers advice on existing investments. Financial planning covers areas like succession, business, cash flow, trust, retirement, and tax planning. Clients make all final decisions and must inform DSJWM of any changes to their financial situation.
Fee Structure
DSJ Wealth Management offers investment management services for a fee based on the value of your portfolio. This fee ranges from 0.25% to 1.50% per year. The annual fee is calculated each quarter, in advance, based on the value of your investments. The fee includes the fees charged by the independent investment manager they recommend. DSJWM may negotiate a different fee for certain assets, like those held outside of your main account or alternative investments.