Fairness and Flexibility

Deep Think Investments (DTI) uses a fee-based compensation model. By charging a flat fee or a percentage of client assets under management for financial advice and investment management services, we minimize potential conflicts of interest and sit "on the same side of the table" with our clients.

Fee Schedule

At DTI, complete transparency and openness to our clients is very important. Financial planning fees , quarterly investment management fees or any other applicable charges that may be incurred by the client are discussed upfront and agreed to, before signing any contract with the client. 

Financial Planning

One-time fees for Financial planning and/or consulting services in the areas of Retirement planning, Estate planning, Tax planning, Insurance analysis, Investment planning, Cash flow planning, Education planning and General financial planning are assessed based on the complexity and the number of services requested.

Financial Planning and Consulting Fee Schedule

Fixed Fee

$500 - $5,000

Fees may be assessed as a one-time project fee and are invoiced upon delivery of the service.

Investment Management

The Investment Management Fee is based on a percentage of Client’s assets that DTI manages and is calculated and charged in accordance with the following fee schedule:

Investment Management Fee Schedule

$0 - $1,000,000


$1,000,001 - $5,000,000


$5,000,001 +


Investment Management Fees are annual fees and may be negotiable. Investment Management Fees are paid quarterly in arrears.


We provide clients with detailed explanations of what we are recommending, why we are recommending it and what it costs. At all times, we are committed to acting as a fiduciary and placing client interests first.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (512) 968-6467
  • E-Mail:
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