Dreher Financial Partners designs and manages investment portfolios for retirees and individuals planning for retirement. The firm develops written investment strategies for each client, considering their financial profile and risk tolerance. Dreher Financial Partners buys and sells stocks, bonds, and no-load mutual funds on a discretionary basis. The firm also offers annual account reviews. The firm does not offer estate planning or income tax services, nor is it licensed to sell any insurance products.
Assets Under Management$150M
Clients184
Advisors2
Avg. per Client$810K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.50% |
0.25% annually for “held-away” accounts. Fees for employer-sponsored retirement plans and non-profit organizations have different schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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