DG Wealth provides wealth management services including financial planning and discretionary or non-discretionary investment portfolio management. Financial planning covers business, insurance, long-term care, retirement, and philanthropic planning. DG Wealth works with attorneys and tax advisors but does not provide legal, tax, or accounting advice. Investment management involves tailoring services to individual client needs, risk tolerance, and financial objectives, using mutual funds, ETFs, and individual securities.
Assets Under Management$6.1M
Clients27
Advisors4
Avg. per Client$230K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$6K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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