Deerfield Financial Advisors provides financial planning and investment management services. Deerfield combines investment management with consulting on other accounts and financial planning. Deerfield creates customized investment programs based on individual needs, return objectives, and risk tolerance. They primarily use Charles Schwab for accounts but can manage accounts at other custodians.
Assets Under Management$1.2B
Clients331
Advisors6
Avg. per Client$3.6M
Avg. per Advisor$200M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.45% |
Standard fee schedules have evolved over the years and some clients are being charged a fee less than the standard fee schedules. Fees can be negotiated using factors such as the complexity of investment options, the total dollar value of the accounts under management, and the investment advisor representative providing services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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