Assets Under Management
$291.3M
Number of Clients
461
Number of Advisors
3
Average Client AUM
$632K
AUM per Advisor
$97.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Demars Financial Group LLC is a registered investment adviser offering personalized asset management and financial planning services. They tailor investment strategies to client needs, monitor performance, and may use sub-advisers. Financial planning covers various areas, and pension consulting is offered to employee benefit plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Billing frequency depends on the custodian.
420 N Evergreen, Ste 300, Spokane Valley, WA, 99216