Paul Dickey is a registered investment advisor at Ins Capital Management, LLC, based in Dickinson, ND, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 19 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.50% annual management fee for Serious Dough Adviser (Passive) accounts. 1.00% annual management fee for ETF Adviser (Active) accounts.
Fee Estimator
Location
Dickinson, ND
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ins Capital Management, LLC
Previous Registrations
A. G. Edwards & Sons, INC.
State Registrations3 states
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