Wealth Management services are applicable for clients wanting both financial planning and ongoing investment management.
|Assets Under Management||Annual Fee|
|$0 – $250,000||1.5% (Min. of $3000/yr)|
|$250,001 – $500,000||1.3%|
|$500,001 – $1,000,000||1.0%|
|$1,000,001 – $2,000,000||.75%|
|$2,000,001 – $3,000,000||.60%|
Transaction fees charged by the custodian for trades executed within the account(s) are paid by The Dala Group and included in the fee listed above. The fee schedule above is applicable for new individual clients of The Dala Group who are provided both financial planning and investment management services. This fee schedule is not applicable for consulting, financial planning only clients, or 401(k) management.
Financial Planning services are applicable for clients who do not currently have assets to manage or who do not have a need for ongoing investment management services.
- 12 Month Engagement
- Cash Flow
- Tax Planning
- Retirement Planning
- Estate Planning
*Our financial planning services do not include ongoing investment management or specific investment recommendations. If these services are desired, please see our wealth management section.
Consulting services are applicable for clients who need coaching and guidance on a specific topic. Listed are several examples of topics that could be included under a consulting agreement.
- Creating a Budget
- Student Loan and/or Debt Analysis
- Insurance Policy Review
- Annuity Review
- Social Security Analysis