DSG Capital Advisors offers investment advice and family office services to high net worth individuals, families, trusts, estates, and businesses. DSG provides financial planning, investment management, family governance, succession planning, service provider selection, and consolidated reporting. DSG works with clients to identify their investment goals, risk tolerance, and financial situation to develop a tailored investment approach.
Fee Structure
DSG Capital Advisors charges an annual fee based on the value of your portfolio, up to 1.50%. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with DSG. Fees are negotiable. If DSG recommends using outside investment managers, the total fee you pay, including DSG's fee and the outside manager's fee, will not exceed 2.00% annually.