Overview

Headquarters
Edina, MN
Total Firm Assets
$780 million
Average High-Net-Worth Client Portfolio Size
$11.1 million
Stated Minimum Account Size
$5,000,000

Fee Disclosure

Source: DSG ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-09-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.25%
$5,000,001 $10,000,000 1.15%
$10,000,001 $25,000,000 0.95%
$25,000,001 $50,000,000 0.80%
$50,000,001 $100,000,000 0.70%
$100,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $62,500 1.25%
$10 million $120,000 1.20%
$50 million $462,500 0.92%
$100 million $812,500 0.81%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
89.99%
Number of High-Net-Worth Clients
63
Total Client Accounts
510
Discretionary Accounts
503
Non-Discretionary Accounts
7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
332056
  • DSG ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-09-16) (fee schedule source) · View brochure text

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

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