Du Lac Investment Group, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
DLIG provides investment analysis, allocation recommendations, quarterly statements, and ongoing account monitoring. They exercise discretionary trading authority and may recommend third-party managers. Initial asset allocation is based on client financial information and objectives. DLIG does not have any assets under management as of December 31, 2024.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $10.0M | 1.25% |
| $10M+ | 0.90% |
Fees may be negotiated.
Fee Estimator
You'll pay an annual fee based on the value of your account, as shown in the table. In some cases, these fees may be negotiated. The asset-based fee includes DLIG's services, third-party manager fees, and certain brokerage commissions. The fee does not include other administrative fees, taxes, or internal fund expenses. Advisory fees are payable quarterly in advance and are calculated on the market value of the investments in the account. Any prepaid advisory fees will be refunded upon termination of the account.
Areas of Practice
Location
AZ, United States