Assets Under Management
$668.7M
Number of Clients
446
Number of Advisors
9
Average Client AUM
$1.5M
AUM per Advisor
$74.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
DMKC Advisory Services, LLC provides fee-based investment advisory services and financial planning. They offer portfolio management through managed platforms like Atlas, Anchor, and other separately managed investment strategies. The firm is a fiduciary and acts in the client's best interest.
Fees are negotiable and the maximum annual advisory fee charged for the Atlas, Anchor, and separately managed investment strategies programs shall not exceed 1.50%. The exact fee is based on your amount of assets under management, overall investment objective (asset allocation), discretionary versus non-discretionary trading authorization, and the complexity of the client’s overall financial situation. There is a $500,000 minimum account size and a minimum annual fee of $1,000 for Atlas, a $50,000 minimum account size and a $200 annual minimum fee for Anchor, and a $150,000 minimum account size and a $1,000 annual minimum fee for separately managed investment strategies. Financial planning fees range from $250 to $5,000. Hourly fees are $195 per hour for principals.
3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312