Dittrich Financial Group (DFG) provides investment management and financial planning services to individuals and high net worth individuals. For investment management, DFG can make trades for you without asking each time, or get your approval before each trade. Financial planning includes evaluating your current and future financial situation, covering topics like retirement, taxes, and estate planning. DFG may use sub-advisors to manage client portfolios.
Assets Under Management$9.8M
Clients33
Advisors1
Avg. per Client$300K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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