DMKC Advisory Services provides ongoing portfolio management and financial planning services. The firm manages investments through managed platforms like Atlas and Anchor. DMKC's services are tailored to each client's financial situation, objectives, and risk tolerance. DMKC is legally required to act in your best interest.
Fee Structure
DMKC Advisory Services manages investments through Atlas, Anchor, and separately managed investment strategies. The annual advisory fee is up to 1.50% and is determined based on the amount of assets managed, investment objectives, and complexity of the client's financial situation. Fees are charged quarterly in advance. There is a $1,000 minimum annual fee for Atlas and separately managed investment strategies, and a $200 minimum annual fee for Anchor.