DNA Financial works with clients to understand their financial situation and goals, then recommends a plan of action. Services include portfolio management, financial planning, and financial consulting. DNA Financial offers ongoing portfolio management based on individual client goals and risk tolerance. Financial planning covers investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. Clients can choose a one-time plan or ongoing reviews. DNA Financial also offers a subscription service with access to digital planning tools.
Assets Under Management$1.1M
Clients11
Advisors1
Avg. per Client$97K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. Minimum annual fee of $1500 will not exceed 2% of the client's assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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