When it comes to managing your finances, clarity and fairness should come first. At DXD, transparency isn’t just a buzzword, it’s the foundation of everything DXD does. That’s why DXD developed an approach designed with you in mind.
Simplicity, Above All
Our fee structure is refreshingly simple. There are no commissions, no percentage-based fees, and no confusing incentive schemes. We charge a Flat Retainer Fee, ensuring that you always know what to expect. Your financial success shouldn’t come with rising costs as your portfolio grows.
Great Value for Larger Portfolios
DXD’s fee is a Flat Retainer Fee determined by the client’s overall complexity. Each client’s fee is based on their unique circumstances, so just like their financial plan, their fee is based on them.
Financial Advice Tailored to Your Needs
Percentage-based fees or commissions often create incentives that don’t align with your best interests. These structures can lead to advice influenced by what benefits your advisor, not you. By charging a flat fee, we remove those conflicts of interest and ensure that every recommendation is tailored to your circumstances and goals.
We specialize in working with:
Our approach focuses on providing true financial planning—not salesmanship. Because when you succeed, so do we. Experience financial planning done differently. Explore what our transparent, client-first model can do for you.
Pre-retirees
Pre-retirees planning their next chapter.
Retirees
Retirees who want a sustainable, well-informed financial strategy.
