DST Sherpa offers portfolio management and investment consulting services, focusing on Delaware Statutory Trusts (DSTs), Real Estate Investment Trusts (REITs), and Opportunity Zone Funds. Investment consulting concludes after strategy implementation, while portfolio management is ongoing. DST Sherpa acts as a fiduciary, tailoring strategies to each client's goals, risk tolerance, and time horizon. Educational webinars and seminars are offered free of charge.
Assets Under Management$26M
Clients12
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...