DST Wealth Management works with clients to identify investment goals and risk tolerance to create a portfolio allocation. They may use mutual funds, equities, options, and other securities. DST Wealth Management also uses third-party investment advisors. The firm also offers certain clients the option of investing in private investments. Fees are individually negotiated and do not exceed 2%.
Fee Structure
DST Wealth Management's fee for managing your investments is individually negotiated with each client, but will not exceed 2% of the value of your account. The fee is calculated on the total value of your account, including any margin balances. Fees are charged monthly or quarterly. DST Wealth Management also uses third-party investment managers, whose fees range from 0.50% to 2%. DST Wealth Management is compensated from the fees charged by the third-party advisor.