Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Du Lac Investment Group offers counseling and investment management services to individuals, entities, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They provide investment analysis, allocation recommendations, and ongoing account monitoring.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $10.0M | 1.25% |
| $10M+ | 0.90% |
Fees may be negotiated.
AZ, United States