Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.50% |
Fees are negotiable, but cannot exceed 2.50% (2.00% in Alabama).
Fee Estimator
DLS offers portfolio management services with fees negotiable up to a maximum of 2.50% annually (2.00% in Alabama). The specific fee is in the contract. Related client accounts may be grouped for fee determination. Discounts may be offered to family/friends of associated persons. Minimum account sizes vary by program, ranging from $5,000 to $50,000. For assets managed by DLS, fees are paid monthly or quarterly in advance or arrears. Clients receive a pro-rata refund of unearned fees if services are terminated.
Areas of Practice
Advisor Information
Office location
Statesboro, GA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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