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IS DION MANAGEMENT RIGHT FOR YOU?

Before getting started, ask yourself the following questions. Are you:

  • Willing to entrust your investment decisions, including the initial allocation strategy and the ongoing account management, to Dion Money Management?

  • Able to dedicate at least $200,000 of your assets to an account or accounts managed by Dion Money Management?

  • Comfortable paying an annual advisory fee between 0.80% and 2% of your assets managed by Dion Money Management?

  • Willing to engage in a trust-based advisory relationship in which Dion Money Management will help you achieve your investment goals and objectives?

If you have answered yes to all of the above questions, then choosing Dion Money Management as your investment advisor may be the right decision for you. Proceed to the next step to see how easy it is to get started.

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