Dean Huddleston
Dean Huddleston is a registered investment advisor at Financial Enhancement Group, based in Lafayette, IN, with 16 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,281 clients with $990M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.5M | 0.85% |
| $7.5M - $12.0M | 0.80% |
| $12.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
All advisory fees are negotiable. Additional fee schedules are offered based on family, employee, and legacy relationships.
Fee Estimator
Location
415 Columbia Street, Suite 2000, Lafayette, IN, 47902
Get directionsHistory
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
Dean is an insurance agent, licensed in life, accident, health, and variable life & annuity since 2003 and 2011, respectively. He spends minimal time (approximately 3 hours per month) on insurance sales.
Employment History
Current Registrations
Financial Enhancement Group
Previous Registrations
World Equity Group, INC.Broker
Lincoln InvestmentBroker
Great American Advisors, INC.Broker
State Registrations1 state
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.