Dhk Financial Advisors INC
Assets Under Management
$1.7B
Number of Clients
66
Number of Advisors
N/A
Average Client AUM
$25.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
DHK Financial Advisors offers customized investment advisory solutions through personal client contact, providing discretionary and non-discretionary investment management. They construct portfolios using low-cost, diversified mutual funds and ETFs, and may use individual stocks, bonds, or alternative investments. They also offer retirement plan advisory services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fee Estimator
Investment advisory fees are paid quarterly, based on the market value of assets under management. Fees range from 0.10% to 1.00% annually, depending on the complexity of services, asset level, and overall relationship. A fixed fee option is available, ranging up to $30,000 annually. Retirement plan advisory fees are charged an annual asset-based fee of up to $15,000. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 1.50% annually. Fees may be negotiable.
Areas of Practice
Location
3 Greenleaf Woods Drive, Suite 202, Portsmouth, NH, 03801