Menu of Services

$500,000 < $1MM
  • Goal Driven Investing
  • 2-4 meetings, you choose*
  • Semi-Annual Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost 1.10%⁺
$1MM < $2MM
  • Goal Driven Investing
  • 4-6 meetings, you choose**
  • Quarterly Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost 1.00%⁺
$2MM < $3MM
  • Goal Driven Investing
  • 4-6 meetings, you choose**
  • Quarterly Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost .90%⁺
$3MM < $5MM
  • Goal Driven Investing
  • 4-6 meetings, you choose**
  • Bi-Monthly Stress Test of goals
  • Financial Concierge Service
  • $0 trades
  • All-Inclusive Cost .80%⁺

Loyalty Discount

◦     5 years with DSG Wealth Management .05% reduction in fee
◦     10 years with DSG Wealth Management .10% reduction in fee

*2 in the location of client's choice & 2 in the office
**4 in the location of client's choice & 2 in the office
***6 in the location of client's choice
+Excludes internal investment expense ratio
If air travel is involved, 2 face to face meetings per year