3D Advisor Group offers customized wealth management services combining personal portfolio oversight with comprehensive financial planning. 3D Advisor Group works closely with each client to understand their investment goals, risk tolerance, and overall financial situation before designing a tailored investment strategy. Portfolios are constructed primarily using low-cost mutual funds and exchange-traded funds, with a long-term focus while allowing for adjustments as market conditions or personal needs change. The registered investment advisor legally acts in the client's best interest as a fiduciary, maintaining ongoing contact to review progress and adapt strategies. In addition to individual wealth management, 3D Advisor Group provides advisory services to retirement plans and plan sponsors, helping them fulfill their fiduciary responsibilities. The firm operates with discretion over client accounts, meaning they execute trades on the client's behalf without needing prior approval for every transaction, while keeping all client funds securely held with an independent third-party custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees are negotiable at the sole discretion of 3D Advisor Group. Rates for accounts over $10,000,000 are negotiable.