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Custom Portfolios

Coming Soon!

How Much Does Our Financial Advice Cost?

At DreamWork Financial Group, we believe you don't have to be wealthy to have wealth management®. And, if you are already wealthy, congratulations! We pride ourselves in having the knowledge and experience necessary to optimize portfolios of any size.

In any case, we offer two tiers of excellent service with no minimum investment, Composer™ and Orchestra™. Our pricing is simple and transparent as you can see from the following chart. Whether you simply need access to our investments and advice, or if you need a full suite of wealth management services, we have you covered.

Compare our Services	Composer™ Investment Advice	Orchestra™ Wealth Management
Cost*	0.5%	1%**
Minimum Investment	$0	$0
Dedicated Fiduciary Advisor	X	X
Access to Spector™ & Tempo™ Funds	X	X
Customized Portfolios That Include Your Favorite Stocks	X	X
Comprehensive Financial Plan		X
Estate, Education and Retirement Planning		X
Around the Clock Access to Your Plan and Advisor		X

*$20 Minimum monthly management fee

**Households with average combined balance under $100,000 may be subject to a $500 planning fee.

Choose the meeting option that works for you

Introduction Call

Length:

10 minutes

Cost:

Location:

Phone Call or Interactive Web Meeting (Your Choice)

Summary:

Meet our Chief Financial Strategist, Clint Kirby, and learn what makes DreamWork different from our competition.

Financial Review

Length:

1 hour