Dillon & Associates is a privately-owned registered investment advisor established in 1988, based in Jackson, Michigan. The firm provides ongoing investment management tailored to each client's specific goals, such as asset growth for high-net-worth individuals or income generation for retirees. Dillon & Associates typically invests in individual stocks, bonds, U.S. government securities, and certificates of deposit. As fiduciaries, the team is legally required to act in clients' best interests. The firm manages close to $1 billion in assets and offers both discretionary and non-discretionary portfolio management services.
Assets Under Management$920M
Clients394
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$230M
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 are negotiable for accounts larger than $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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