DBS Investment Advisers offers personalized investment advice and portfolio management. They work with individual clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. DBS also offers financial planning and pension consulting services. They may use sub-advisors to manage portions of client accounts.
Assets Under Management$280M
Clients591
Advisors5
Avg. per Client$470K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable. Discounted fee schedule available to members of the Michigan Dental Association (MDA): $0 - $3,500,000: 0.90%, $3,500,001 - $5,000,000: 0.80%, $5,000,001 - $10,000,000: 0.70%, $10,000,001 - $20,000,000: 0.60%, Over $20,000,001: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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