da
Deeter Advisory Group, LLC
SEC-regulated
Registered investment advisor
The Deeter Advisory Group, LLC is an investment advisory firm established in 2010 by Joshua D. Deeter, a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®). The firm offers comprehensive financial planning, portfolio management, estate and wealth planning services. DAG manages portfolios on a discretionary basis, developing individualized financial plans and investment strategies for clients. Clients may elect to receive a comprehensive financial plan, which covers goal planning, asset allocation, risk management, retirement planning, estate planning, and specific investment advice. DAG primarily invests in mutual funds, ETFs, individual stocks, and bonds, evaluating factors such as past performance, fee structure, and risk. The firm charges a fee based on a percentage of assets under management, with a minimum annual fee of $1,000. DAG does not have performance-based fees or side-by-side management. Clients include individuals, trusts, and estates, with a minimum portfolio value of $1,000. DAG does not vote proxies for client securities and does not have any disciplinary events to report. Joshua D. Deeter supervises all activities of the firm.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting