Eric Grasse is a registered investment advisor at Dillon & Associates INC, based in Jackson, MI, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 352 clients with $850M 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 $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees may be negotiated for accounts larger than $10,000,000.
Fee Estimator
Location
2585 Spring Arbor Road, Jackson, MI, 49203
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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
Dillon & Associates INC
State Registrations2 states
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