Max Dickmeyer is a registered investment advisor at Dickmeyer Boyce Financial Management, INC, based in Fort Wayne, IN, with 5 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 420 clients with $440M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts above $5,000,000. Charitable accounts and non-profit accounts are managed at 0.40% per year. The minimum account size is $200,000, or the ERISA fee schedule is used.
Fee Estimator
Location
6506 Constitution Drive, Fort Wayne, IN, 46804-1550
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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 Activities
Max is the sole owner and agent of Remember U LLC, a computer software and photo creative business, since 2016. He spends minimal time on this activity, with hours occurring irregularly.
Employment History
Current Registrations
Dickmeyer Boyce Financial Management, INC
State Registrations1 state
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