Dyer Mccabe is a CFP, ChFC-designated registered investment advisor at Kilter Group, based in Rhinebeck, NY, with 21 years of industry experience. Dyer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 413 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kilter Group offers investment management services for a fee based on a percentage of the value of your portfolio. The exact percentage is determined on a client-by-client basis and will not exceed 1.90% annually. This fee covers advisory and consulting services, trade entry, investment supervision, and other account maintenance activities. There is also a monthly fee for financial planning services and access to an online financial planning software portal, ranging from $99 to $500 per month, which is in addition to the investment management fees.
Location
Rhinebeck, NY
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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
Dyer is an insurance agent with various carriers, spending about 10-20% of their time on this activity. Dyer is also a managing member of Kilter Group Insurance Brokerage, LLC, a bookkeeping entity for insurance compensation, and Blue Brindle, LLC, an entity for personal real estate investments, spending minimal time on each.
Employment History
Current Registrations
Kilter Group
Previous Registrations
Invst, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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