Dahring | Cusmano offers personalized financial planning and investment management services. Financial planning covers retirement, education, estate, cash flow, tax planning, and insurance. Investment management is offered on both discretionary and non-discretionary bases, tailored to client objectives. The firm primarily uses mutual funds and exchange-traded funds, but may also use other securities.
Fee Structure
Dahring | Cusmano charges an annual advisory fee for investment management services, agreed upon with each client. The fee can be a fixed amount or a percentage of the value of your portfolio, up to 2.0% annually. For some clients, a tiered schedule is used, but the percentage for the highest range of your portfolio value applies to all assets. Fees are paid in advance, based on the average daily balance of your accounts during the preceding quarter.