DFG Investments LLC offers portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. DFG Investments also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. DFG Investments generally limits its investment advice to mutual funds, fixed income securities, exchange-traded real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities, although DFG Investments primarily recommends sector diversified individual equity portfolios.
Assets Under Management$2.5M
Clients16
Advisors1
Avg. per Client$160K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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