Overview

Total Firm Assets
$134 million
Average High-Net-Worth Client Portfolio Size
$31.9 million

Fee Disclosure

Source: DBD RETIREMENT AND FINANCIAL RESOURCES ADV PART 2A AND 2B (2026-01-12) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.85%
$1,000,001 $2,000,000 0.75%
$2,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,500 0.85%
$5 million $31,000 0.62%
$10 million $56,000 0.56%
$50 million $256,000 0.51%
$100 million $506,000 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
95.35%
Number of High-Net-Worth Clients
4
Total Client Accounts
37
Discretionary Accounts
37

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
328239
  • DBD RETIREMENT AND FINANCIAL RESOURCES ADV PART 2A AND 2B (2026-01-12) (fee schedule source) · View brochure text

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

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse other advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials