DeVries Asset Management is a registered investment advisor located in Encinitas, California. The firm provides wealth management services, which include personalized financial planning, consulting, and discretionary management of investment portfolios. DeVries Asset Management builds tailored portfolios using a diversified mix of mutual funds, exchange-traded funds, individual stocks and bonds, cash, and alternative investments such as real estate investment trusts and structured notes. Additionally, the firm offers financial planning covering cash flow, trust and estate planning, insurance, retirement, and tax planning. Principal owner Darren DeVries also operates an accounting and tax preparation firm, providing clients with access to integrated tax and financial planning expertise.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees typically range from 0.8% to 1.5% depending on account size and complexity. All fees are negotiable.