DBM Planning offers investment advice within a financial planning relationship. DBM helps clients set financial goals and provides ongoing advice. DBM also offers financial planning services covering business planning, cash flow, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Clients make the final investment decisions, and DBM places trades under a limited power of attorney.
Assets Under Management$14M
Clients15
Advisors1
Avg. per Client$940K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $400K | 0.75% |
| $400K - $600K | 0.60% |
| $600K+ | 0.50% |
Minimum annual fee of $2,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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