Demers Financial Planning (DFP) provides financial planning services to individuals, families, and small businesses. DFP helps clients determine their financial needs, goals, and risk tolerance. DFP offers wealth management, portfolio management using third-party asset managers, and financial reviews. DFP serves as a communication conduit between the client and the third-party asset manager.
Assets Under Management$18M
Clients24
Advisors1
Avg. per Client$760K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.30% |
Fees may be negotiated at Advisor's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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