Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
Fee Estimator
DMK charges a fee based on the value of assets under management. All fees, with the exception of Direct Participation and Variable Annuities, are subject to negotiation. Retirement accounts are charged a $35.00 annual fee by the account custodian. DMK accepts accounts valued at a minimum of $10,000.00. This requirement may be waived for “household” accounts.
Areas of Practice
Advisor Information
Office location
811 Faulkner Springs Rd, McMinnville, TN, 37110
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
Kelvin is the Vice President of Douglas & Lanier Agency Inc., which provides various insurance products, taking about half of his time. He also spends minimal time as a member of D&L Holding LLC (real estate landlord) and a shareholder/investment professional at DMK Advisor Group Inc.