Menu of Services
Menu of Services for Private Wealth Clients
$750,000 < $1MM
- Goal Driven Investing
- 2-4 Wealth Reviews, You Choose*
- Quarterly Stress Test of Goals
- Financial Concierge Services
- $0 trades
- All-Inclusive Cost 1.10%⁺
$1MM < $2.5MM
- Goal Driven Investing
- 4 Wealth Reviews, You Choose**
- Quarterly Stress Test of Goals
- Financial Concierge Services
- $0 trades
- All-Inclusive Cost 1.00%⁺
$2.5MM < $4MM
- Goal Driven Investing
- 4 Wealth Reviews, You Choose**
- Quarterly Stress Test of Goals
- Financial Concierge Services
- $0 trades
- All-Inclusive Cost .90%⁺
$4MM < $7.5MM
- Goal Driven Investing
- 4-6 Wealth Reviews, You Choose***
- Bi-Monthly Stress Test of Goals
- Financial Concierge Services
- $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 via Zoom & 2 in person
**4 via Zoom or in person
***6 via Zoom or in person
+Excludes internal investment expense ratio
If air travel is involved, 2 face to face meetings per year
DSG Wealth Management Access
$25,000 < $250,000
- Goal Driven Investing
- Annual Wealth Review via Zoom
- Annual Stress Test of Goals
- Financial Concierge Services
- 1.50% + Trading Costs⁺
$250,000 < $750,000
- Goal Driven Investing
- 2 Wealth Reviews via Zoom or in Person
- Semi-Annual Stress Test of Goals
- Financial Concierge Services
- $0 trades
- All-Inclusive Cost 1.25%⁺
+Excludes internal investment expense ratio
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