Donalies Financial Planning provides financial and investment consulting services to individuals, businesses, trusts, and other entities. They offer strategic financial planning with portfolio management, short-term financial planning, and hourly financial planning. DFP requires clients to complete a financial plan before beginning portfolio management. DFP does not sell insurance or investment products and does not accept commissions.
Assets Under Management$180M
Clients140
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Minimum annual fee of $5,000, not to exceed 3% of assets under management. Fees are negotiable. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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