DAK Financial Services manages investment portfolios based on clients' individual needs and goals. They offer continuous advice and develop personalized investment plans with asset allocation targets. DAK also provides financial planning services covering retirement, college, estate, and investment planning, as well as insurance and taxes. Clients can decide whether to implement DAK's recommendations.
Assets Under Management$43M
Clients63
Advisors1
Avg. per Client$690K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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