Demars Financial Group LLC
Assets Under Management
$291.3M
Number of Clients
461
Number of Advisors
3
Average Client AUM
$632K
AUM per Advisor
$97.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Demars Financial Group LLC offers personalized investment advisory services including asset management, financial planning, limited pension consulting, and selection of other advisors. They tailor services to individual client needs, objectives, and risk tolerance, and may use sub-advisers. They also provide financial planning on various topics.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are charged quarterly from the date the account is opened and billed according to grid(s). Accounts directly managed by Demars Financial Group LLC with Custody at Nationwide are billed monthly in arrears.
Fee Estimator
Asset management fees are based on a percentage of assets managed, billed quarterly or monthly in arrears depending on the custodian. Financial planning is charged at a negotiable rate of $250 per hour. Pension consulting fees are negotiable, up to 1% of plan assets annually. Fees may be waived or offset if advice is implemented through asset management services or commissioned products.
Areas of Practice
Location
420 N Evergreen, Ste 300, Spokane Valley, WA, 99216