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
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
Get directionsRegulatory History (5)
Customer Dispute
January 2020Regulatory
November 2019Employment Separation After Allegations
February 2019Customer Dispute
August 2018Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Harold is the President of Del Mar Group Inc, dedicating about 10-20% of his time. He is also a 50% owner and Managing Member of Coquina Key Publishing, LLC, spending minimal time, and DMG Financial LLC, spending a few hours per week, which involves marketing, management, and insurance sales.