Dmk Advisor Group, INC.
Assets Under Management
$80.6M
Number of Clients
330
Number of Advisors
24
Average Client AUM
$244K
AUM per Advisor
$3.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
DMK Advisor Group, Inc. provides investment advisory services to a wide variety of clientele including individuals, corporations, trusts, pension plans and profit-sharing plans. The firm provides active account management on a discretionary basis and more passive account management on a non-discretionary basis. Financial Planning services may be provided as an optional service.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
Fee Estimator
DMK charges a fee based on the value of assets under management. All fees, with the exception of Direct Participation and Variable Annuities, are subject to negotiation. Retirement accounts are charged a $35.00 annual fee by the account custodian. DMK accepts accounts valued at a minimum of $10,000.00. This requirement may be waived for “household” accounts.
Areas of Practice
Location
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558