Dillon & Associates provides ongoing investment advice to clients, typically recommending individual stocks and bonds. Recommendations are tailored to each client's needs and objectives. Dillon & Associates acts as a fiduciary, meaning they are legally required to act in your best interest. They manage investments for individuals, trusts, non-profit organizations, and corporate retirement plans.
Assets Under Management$850M
Clients352
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees may be negotiated for accounts larger than $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...