Our consulting relationships are structured with the expectation that the value we provide more than makes up for the fee we charge. Our fee is generally a fixed retainer fee and is a fraction of the client’s overall investment management fees.
DTIP’s co-founder and CEO, Jonathan D. Smith, CFA, CFP®, is the head consultant for high net worth individuals. Mr. Smith has over 25 years of experience in the financial services industry, and closely works with consulting clients to build a beneficial and multi-faceted relationship.
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