DB Asset Management,LLC.
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About
DB Asset Management provides discretionary portfolio management, portfolio analysis and asset-allocation services for individuals and families, including high-net-worth clients, estates/trusts and retirement plans. The firm generally charges asset-based advisory fees and prepares an individualized Investment Policy Statement for each client to guide portfolio construction and ongoing management.
The investment approach emphasizes equity investments in growth and income companies led by shareholder-oriented management and uses both fundamental and technical analysis. Portfolios are built with sector diversification and a low-turnover, long-term orientation, and the manager may use options (including LEAPs and call-writing) for income or downside protection; IPS reviews occur at least annually.
Compared with many peers, the practice manages a relatively small number of client relationships with about $9 million in assets and maintains a stated account minimum (typically $500,000, waiverable), reflecting a selective, high-touch focus. The firm requires clients to use its chosen custodian rather than permitting client-directed brokers, limits custody to fee deduction only, and discloses the principal’s occasional outside professional work (voice-over) limited to roughly 15–20 days per year.
Client services
Expertise
Fee options
1.0% - 2.75% annually, negotiable depending on client needs and complexity
Account minimum: $500,000 (may be waived at discretion)
Main office
Sarasota FL
Advisors at this office
1
Most active in
Georgia
Also doing business as
Brady, Douglas James · Db Asset Management · Db Asset Management,LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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