DLK Investment Advisors offers investment management services, creating tailored portfolios of stocks, bonds, and exchange-traded funds. DLK also provides financial planning services to its investment management clients. DLK is a fee-only firm, meaning it does not sell financial products or receive commissions. DLK does not act as a custodian of client assets.
Assets Under Management$100M
Clients9
Advisors2
Avg. per Client$11M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $6.0M | 1.00% |
| $6M+ | 0.85% |
Fees are negotiable. Lower fees have been paid under former pricing schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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