Dean Investment Associates provides personalized individual portfolio management services based on each client's specific needs and objectives. Dean Investment Associates has the authority to develop investment strategies, make investment decisions, and execute trades without prior consultation. Clients can customize their portfolios by setting investment objectives or placing reasonable restrictions on certain securities or industry sectors. In addition to individual portfolios, Dean Investment Associates manages several mutual funds, including the Dean Small Cap Value Fund, Dean Mid Cap Value Fund, and Dean Equity Income Fund. Dean Investment Associates operates as a registered investment advisor and is a wholly owned subsidiary of C.H. Dean, LLC.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Rates vary by investment strategy. The highest standard rate across strategies is shown. Fees for amounts over $10 million are negotiable.