Delaware Advisory Group works with Flexible Plan Investments to manage client investments. DAG maintains client relationships, assists with paperwork, and reviews financial situations. DAG also offers financial planning services, including full financial plans and hourly consultations. William Curry is the owner and also works as a licensed insurance agent.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total fees to client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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