Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DBR charges fixed fees for financial planning and consulting, ranging from $300 to $10,000, depending on scope and complexity. Investment management fees vary between 0.50% and 2.00% annually based on assets under management. Fees are prorated and charged quarterly in advance. DBR may negotiate different rates for certain client holdings. Retirement Plan Consulting Services have a minimum fee of $3,000, and Institutional Advisory Services have a minimum fee of $10,000. DBR's management programs have a stated minimum account balance of $1 Million, which may be waived at DBR's discretion.
Areas of Practice
Advisor Information
Office location
436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells fixed insurance products, dedicating a few hours per week to this activity. He also owns rental property, but this is not investment-related and requires minimal time.