Contact DAGG INVEST GmbH: Your Direct Line to Independent Advisory
The first step in building a lasting advisory relationship is clear communication. Whether you are a private investor, a family office, or a business seeking sustainable wealth preservation, we welcome the opportunity to understand your objectives. This page provides all pathways to start that conversation.
DAGG INVEST GmbH Headquarters
Grafenberger Allee 337 B
40235 Düsseldorf, Germany
Common Mistakes When Contacting an Advisor
- Sharing Sensitive Data Prematurely Do not send account numbers or passwords via email. We will discuss data sharing securely during your consultation.
- Using Generic 'Contact Us' Forms A targeted inquiry about your specific goal (e.g., 'ESG portfolio review') yields a more relevant response than a generic request.
- Expecting Immediate Investment Advice The first contact is for alignment and process, not for specific stock picks or immediate allocation changes.
Schedule Your Introductory Consultation
Please complete the form below. This initial step helps us prepare for a productive 30-minute introductory call, where we will discuss your objectives and how our independent, fee-only model can serve you.
Thank you. Your inquiry has been received.
We will confirm receipt via email within 24 business hours and propose time slots for your introductory call.
Fee-Only vs. Commission-Based: A Trade-Off
- Fee-Only: Transparent, recurring fee based on assets. Aligns advisor incentives with your portfolio growth. Higher cost if assets are low, but no hidden biases.
- Commission-Based: Often "free" upfront but product-driven. Incentive to sell certain products, not necessarily the best fit for you. Can be hard to discern total cost.
Our Stance:
We believe long-term wealth preservation requires an unbiased partner. Our fee-only model eliminates conflicts of interest, though it requires a direct financial commitment from clients.
Google Maps View: Grafenberger Allee 337 B, Düsseldorf
Visiting Our Düsseldorf Headquarters
Situated in the established Grafenberger Allee business district, our office provides a professional, confidential environment for in-person meetings. We are easily accessible by public transport and car.
By Public Transport
Take U71 or U83 to "Grafenberger Allee". The office is a 2-minute walk from the station. Tram lines 703, 704, and 706 also serve the area.
By Car
Limited visitor parking is available in the building's underground garage. Please validate your ticket at reception. For public parking, use the "Grafenberger Allee" lot.
Accessibility: Our building is equipped with elevator access to all floors. Please inform us in advance if you require any specific accommodations.
The Path After Your Inquiry
Automated Acknowledgment
You will immediately receive a confirmation email. This does not mean the review is complete.
Personal Review (1 Business Day)
A member of our advisory team reviews your submission. We assess alignment with our focus areas and regulatory scope.
Introductory Call Scheduling
If aligned, we propose specific time slots. We require 48-hour notice to prepare for the conversation.
Confidential Discussion
We discuss your goals, our fee-only model, and next steps. This is a two-way fit assessment.
Client Scenario
"A business owner based in the US (dual citizenship) contacted us about restructuring his German assets. In our first email, he noted his liquidity needs and a specific interest in SFDR Article 8 funds."
Outcome:
We scheduled a call within 48 hours. His clear initial message allowed us to prepare research on cross-border tax implications and relevant sustainable fund strategies beforehand.
Questions Investors Should Ask a Potential Advisor
- • How are you compensated, and do you receive any third-party payments?
- • What is your specific expertise regarding cross-border tax issues?
- • Can you provide a sample client agreement?
- • What is your minimum asset threshold for new clients?
- • How do you define and integrate ESG criteria?
- • Who is my primary point of contact, and what is their background?
Key Takeaway
Our initial contact process is designed for clarity and efficiency, not for generating immediate sales. The most valuable inquiries provide clear context on your goals, location, and the nature of your assets. This allows us to prepare effectively for a substantive first conversation.