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