DMK Advisor Group manages investment portfolios and offers financial planning services for individuals, corporations, trusts, and retirement plans. DMK Advisor Group utilizes mutual funds and exchange-traded funds, employing fundamental and technical analysis to construct and actively monitor portfolios. Portfolios can be managed on a discretionary basis, where trades are made without prior consultation, or a non-discretionary basis, where clients are consulted before any changes are initiated. Financial planning is available as an optional service, covering initial consultations, preliminary financial reviews, periodic updates, and specific hourly consulting.
Fee Structure
DMK Advisor Group charges management fees based on a percentage of the value of your portfolio, though the exact fee schedule is determined on an individual client basis. Fees are negotiable except for direct participation and variable annuities. Management fees are typically billed quarterly in advance for discretionary accounts or quarterly in arrears for non-discretionary accounts.