DTM Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$837,528
Total clients
27
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$31,020
About
DTM Advisory Group LLC provides discretionary portfolio management and written financial planning services primarily to individual (retail) clients, managing approximately $837,528 in client assets across about 27 client accounts. Services include ongoing supervision and trade execution for managed accounts as well as modular and full written financial plans delivered in writing.
The firm follows a value-oriented, long-term, long-only investment approach that blends fundamental analysis and charting with strategic and tactical asset-allocation elements and may pursue shorter-term, value-oriented special situations when appropriate. Portfolios are managed to clients’ stated objectives and can be tailored with client-imposed restrictions; financial planning engagements are delivered as written plans and do not automatically include ongoing investment monitoring unless a separate management agreement is executed.
A noteworthy feature disclosed in the brochure is that the firm’s advisory representatives are also licensed insurance agents and may, in their separate capacity, sell life insurance, annuities, long-term care, Medicare and property/casualty products, which can create potential conflicts of interest due to commission-based compensation. The firm also discloses recommending Interactive Brokers as its preferred custodian and receiving certain benefits from that relationship, while stating it does not aggregate trades into block transactions and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Long-term care insurance
Fee options
$750 flat fee for initial financial planning consultation
$1,000 - $99,000: 1.25% $99,001 - $250,000: 1.00% $250,001 - $500,000: 0.80% $500,001+: 0.70%
$285/hour for financial planning services after initial consultation
Account minimum: $1,000 Minimum fee: Minimum account size of $1,000 for asset management services; minimum fee of $750 for initial financial planning consultation Fee-only: Financial planning services charged at $750 flat fee for initial consultation plus $285 hourly thereafter
Main office location
DTM Advisory Group LLC
57 S Main St Suite 312
Neptune NJ 07753, United States
Number of offices
1
Most active in
DTM Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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