Demars Financial Group offers personalized investment advice and manages investment portfolios for individuals and families. Demars also provides financial planning services covering areas like retirement, estate, and tax planning. Demars Financial Group can also provide limited consulting services to employee benefit plans and their fiduciaries.
Assets Under Management$370M
Clients502
Advisors4
Avg. per Client$740K
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fee schedule applies to accounts directly managed by Demars Financial Group LLC. Fees are negotiable. Different billing frequencies apply depending on the custodian.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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