Dream Bigger Financial, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning advice on topics like retirement income, risk management, tax reduction, and investment strategies. DBFL primarily recommends index funds and target date funds, but may use other securities to diversify portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Advisory fee may be negotiated or eligible to be waived, at the discretion of DBFL.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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