Your investments are an integral part of your financial picture. Have your investments underperformed, but you aren’t sure how to make things better? Do you have accounts “all over the place” due to job changes and abandoned plans to start investing on your own? Does the volatility of the market or your portfolio keep you up at night? Do you find the multitude of investment choices out there a little overwhelming?
If you are looking for professional objective advice to build and manage your overall investment portfolio, we can help.
WHAT’S INCLUDED
- Portfolio Construction
- Asset Allocation
- Global diversified Investments
- Access to Dimensional Funds
- Access To ETF’S, Mutual Funds and Stocks
- Investment Management
- Rebalancing
- Risk Assessment
- Investment Policy Statement
- Tax Loss Harvesting (If Applicable)
- Income Strategies
- Active/Passive Strategies
- Tax Efficient Portfolios
- Environmental-Social-Governance (ESG) Solutions
Our standard Investment Management fee is based on the market value of the assets under management is calculated as follows:
| Account Value | Annual Advisory Fee |
| $0 – $1,000,000 | 0.95% |
| $1,000,001 – $3,000,000 | 0.25% |
| $3,000,001 and Above | Negotiable |
The annual fee is negotiable, prorated and paid in arrears monthly. When investment advisory services are utilized, and at least $300,000 of assets are under management by DNA, ongoing comprehensive financial planning will be included in the investment advisory fee.
