Jeffrey Brink
Advisor at DBS Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at DBS Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bay City, MI 48706
Credentials
Series 65
Industry experience
11 years
Jeffrey Brink is a financial advisor at DBS Investment Advisers, LLC with 10 years of industry experience. He holds a Series 65 credential and maintains an active career as a practicing dentist, seeing patients four days per week. Brink has been affiliated with DBS Investment Advisers since 2020 and has additional business interests in dental-related ventures. DBS Investment Advisers serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing mutual funds and ETFs, with portfolios monitored and rebalanced regularly.
Based on DBS Investment Advisers, LLC
Fixed financial planning fees ranging from $395 to $5,000 depending on scope
$0 - $999,999: 1.25% annually (.3125% per quarter) $0 - $1,000,000: 1.00% annually (.2500% per quarter) $1,000,001 - $2,500,000: 0.90% annually (.2250% per quarter) $2,500,001 - $5,000,000: 0.80% annually (.2000% per quarter) $5,000,001 - $10,000,000: 0.70% annually (.1750% per quarter) $10,000,001 - $20,000,000: 0.60% annually (.1500% per quarter) $20,000,001+: 0.50% annually (.1250% per quarter)
$200 per hour for single subject financial planning/general consulting
Account minimum: $250,000 Minimum fee: $2,500 annually, may be waived at discretion Fee-only: Financial planning fixed fees $395 - $5,000; hourly financial planning/general consulting fee $200/hour
1484 Straits Drive, Suite 6
Bay City, MI 48706
Michigan
Lakeview Dental PC
2025 - Present (1 year)
DBS Investment Advisers, LLC
2020 - Present (6 years)
Anterior Guidance LLC
2015 - Present (11 years)
Crowning Achievements LLC
2014 - Present (12 years)
Lakeview Dental PC
2007 - 2025 (18 years)
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