Yvonne Dean
Yvonne Dean is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Batesville, IN, with 29 years of industry experience. Yvonne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Batesville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yvonne is a director for Indiana Right to Life, dedicating a few hours per week, and a volunteer assisting with strategic planning. She also volunteers for the Certified Financial Planner Board of Standards as a subject matter expert for annuities and life insurance, and as a branch leader.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
PNC InvestmentsBroker
PNC Investments
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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