Dao Trading & Advisory offers investment management and financial planning services, called Wealth Management Services. Financial planning includes creating a personal financial plan and tracking progress toward financial goals. Investment management involves managing client portfolios, including asset allocation and investment selection. Dao also provides educational seminars on security market trend analysis and commodity future contracts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.00% |
| $800K - $2.0M | 0.93% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
For assets under management less than $800,000, a minimum fee of $2,000 per quarter applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...