Menu of Services
$750,000 < $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 < $2.5MM
- Goal Driven Investing
- 4-6 meetings, you choose**
- Quarterly Stress Test of goals
- Financial Concierge Service
- $0 trades
- All-Inclusive Cost 1.00%⁺
$2.5MM < $4MM
- Goal Driven Investing
- 4-6 meetings, you choose**
- Quarterly Stress Test of goals
- Financial Concierge Service
- $0 trades
- All-Inclusive Cost .90%⁺
$4MM < $6MM
- 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
+Excludes internal investment expense ratio
If air travel is involved, 2 face to face meetings per year
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
david@dsgwealthmanagement.com | (215) 607-6271