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DFP believes that all clients deserve prudent investment management, as well as comprehensive financial planning. This is why our business model was designed to include both of these services to all clients. The fee you pay to DFP covers the management of your portfolio (including securities transaction fees, and account/custodial fees), as well as ongoing financial planning services. DFP furthermore believes that all clients should have the ability to utilize our services, which is why we do not have any minimum account size. Instead, any households that fall below the $40,000 minimum for asset based pricing pay a $50 per month flat fee. Once above $40,000 in investable assets, clients are charged based upon the accompanying fee table.
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