Cody Dye is a registered investment advisor at Dye Family Office, based in Canfield, OH, with 2 years of industry experience. Cody 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 8 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dye Family Office charges an annual negotiable fee for managing your money, ranging from 0.5% to 2% of your portfolio, or a flat monthly fee, depending on the size and complexity of your account. You can choose to be billed monthly or quarterly, based on the value of your investments at the end of the previous month or quarter.
Location
Canfield, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cody works as a full-time accountant at Hill, Barth, and King since September 2024, providing non-investment related accounting services. The two companies, Hill, Barth, and King and Dye Family Office, are mutually independent and do not refer clients to each other.
Employment History
Current Registrations
Dye Family Office
Previous Registrations
Iron Gate Wealth Advisors, LLC
State Registrations2 states
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