DA Wealth Advisors is an investment advisory firm founded in 2024 and based in Highland Park, Illinois. DA Wealth Advisors focuses primarily on portfolio management services, tailoring investment strategies to each client's specific goals, risk tolerance, time horizon, and financial situation. DA Wealth Advisors creates an individualized Investment Policy Statement for every client and manages portfolios with the authority to make trades on the client's behalf. The firm primarily recommends equities, but also utilizes mutual funds, fixed income securities, real estate funds, exchange-traded funds, and treasury inflation-protected bonds. DA Wealth Advisors operates as a registered investment advisor and is legally required to act in your best interest when providing advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. Minimum account size is $50,000, which may be waived at the firm's discretion.