Du Lac Investment Group (DLIG) provides counseling and investment management services to individuals, entities, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. DLIG Representatives carefully examine the client’s investment objectives and financial circumstances. DLIG can advise clients about a wide variety of securities and can also advise clients on the selection of other advisors. DLIG Representatives strive to provide investment advice that is in the client’s best interest, using their best judgment.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees and payment periods may be negotiated in some cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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