DBIA, LLC offers investment management services by connecting clients with third-party asset management firms. DBIA, LLC receives a fee from these firms for placing client assets with them. DBIA, LLC is not currently accepting new clients. The firm's officers are also affiliated with CPA firms and may recommend their services, but clients are not obligated to use them.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
DBIA, LLC charges a fee for managing assets based on a percentage of the value of your portfolio. This may include a fee paid to DBIA, LLC by the money management firm as a solicitation fee for placing your assets with them. All fees are negotiable under certain circumstances.
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