Daus Financial Group manages investment portfolios and provides personalized financial planning for individuals and high net worth families. Daus Financial Group services include retirement planning, tax strategies, estate planning, risk management, and ongoing portfolio management. Daus Financial Group tailors investment advice to meet individual client needs and investment objectives, allowing clients to impose restrictions on certain securities or sectors. In addition to direct investment management, Daus Financial Group offers company-sponsored retirement plan consulting for employers and can recommend third-party investment managers through a technology platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.65% |
Fees are negotiable. There is a minimum annual fee per household ranging between $5,000 and $12,000.