Dallas Financial Planning (DFP) provides investment management and financial consulting services to individuals and high-net-worth individuals. DFP determines investment strategies based on client goals, risk tolerance, and time horizons. Financial consulting services cover topics like retirement income strategies, risk management, and tax reduction strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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