Daus Financial Group (DFG) offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. DFG also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. DFG utilizes third-party investment advisors through Envestnet, recommending them on a non-discretionary basis after reviewing a client's portfolio, risk tolerance, and investment objectives.
Assets Under Management$270M
Clients327
Advisors3
Avg. per Client$830K
Avg. per Advisor$90M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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% |
There is a minimum annual fee per household ranging between $2,500 and $7,500. The fee charged is based on the program invested in and disclosed in the client agreement. DFG has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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