Daus Financial Group Fees & Minimum

Overview

Headquarters: Kalamazoo, MI
Total Firm Assets: $271 million
Average High-Net-Worth Client Portfolio Size: $2.1 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: DFG ADV PART 2A (2026-08-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.35%
$500,001	$1,000,000	1.25%
$1,000,001	$2,000,000	1.15%
$2,000,001	$5,000,000	1.00%
$5,000,001	$10,000,000	0.85%
$10,000,001	and above	0.65%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,375	1.34%
$5 million	$54,875	1.10%
$10 million	$97,375	0.97%
$50 million	$357,375	0.71%
$100 million	$682,375	0.68%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 66.98%
Number of High-Net-Worth Clients: 87
Total Client Accounts: 936
Non-Discretionary Accounts: 936

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 323054

DFG ADV PART 2A (2026-08-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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