Dirigo Financial manages investment portfolios and provides financial planning and consulting services. Financial planning covers areas like retirement, tax, education, and insurance. Pension consulting services are offered to employee benefit plans. Specific recommendations are tailored to each client's financial situation and risk tolerance.
Assets Under Management$41M
Clients49
Advisors1
Avg. per Client$840K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.3M | 0.75% |
| $1.3M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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