Dmkc Advisory Services, LLC

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

About This Firm

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.

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$200
Financial Plan Fee:$250 - $5,000
Hourly Rate:$195/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
Loading...
Location

3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312

9 Advisors at this firm