Voorhees Office

9 Edelweiss Lane

Voorhees, NJ 08043

Philadelphia Office

1425 Locust Street, Unit 4E

Philadelphia, PA 19102

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