Dragonfly Wealth Advisory manages investment portfolios and provides comprehensive financial planning tailored to each client's unique goals, time horizon, and risk tolerance. Dragonfly Wealth Advisory creates a personalized investment policy statement for every client and offers ongoing portfolio management services covering asset allocation, asset selection, risk management, and regular portfolio monitoring. The firm focuses on long-term investing using mutual funds, fixed income securities, exchange-traded funds, equities, and inflation-linked bonds. In addition to investment management, Dragonfly Wealth Advisory provides financial planning covering retirement income planning, tax-aware planning, estate planning coordination, insurance reviews, cash flow planning, and college planning at no additional cost for ongoing portfolio management clients. Natalya S Pearl is the principal owner and chief compliance officer. The firm operates with a legal obligation to act in your best interest when providing advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees are generally negotiable. Fixed income accounts have a separate schedule: 0.50% on the first $1,000,000 and 0.30% on amounts exceeding $1,000,000.