Daniel Dent is a CFA-designated registered investment advisor at D.F. Dent and Company, INC., based in Baltimore, MD, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,309 clients with $8.6B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
For balanced accounts, 0.30% on fixed income assets. Fees may be discounted for fixed-income or balanced accounts. Fees for sub-advisory or UMA relationships are negotiated and are lower than the standard fee schedule.
Fee Estimator
Location
2 E. Read Street, Baltimore, MD, 21202
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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
D.F. Dent and Company, INC.
State Registrations1 state
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