Definitive Advisor Group offers continuous, non-discretionary investment advisory services and comprehensive financial planning tailored to individual client needs. Definitive Advisor Group assists clients in developing financial plans, investment strategies, budgets, retirement income strategies, debt repayment plans, and estate planning. In addition, Definitive Advisor Group provides technical and fundamental market research and training, reviews financial and investment internal controls, and helps establish investment benchmarks. At a client's request, Definitive Advisor Group can also recommend unaffiliated third-party investment advisors for discretionary asset management while providing ongoing oversight and monitoring of those accounts. Definitive Advisor Group focuses on capital preservation and risk management, serving individuals, high-net-worth individuals, small businesses, startups, nonprofit organizations, estates, and trusts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.00% |
| $25K+ | 0.75% |
Fees apply to third-party investment advisory services recommended by Definitive Advisor Group. Combined total of Definitive Advisor Group's fee and third-party fees will not exceed 3.0% of assets under management.