DMK Advisor Group offers investment advice and financial planning to individuals, corporations, trusts, pension plans, and profit-sharing plans. DMK provides active and passive account management on a discretionary and non-discretionary basis. Investment strategies may include long and short-term purchases as well as frequent trading activity. Client needs are carefully evaluated through interviews and analysis of their financial situation and goals.
Assets Under Management$84M
Clients298
Advisors27
Avg. per Client$280K
Avg. per Advisor$3.1M
www.facebook.com/dmkadvisorgroup ·www.linkedin.com/company/dmk-advisor-group ·www.dmkadvisorgroup.com
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
27 Advisors at this firm
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