D.F. Dent and Company provides investment management and financial planning services to individuals, high-net-worth individuals, and institutional clients. Founded in 1976 and based in Baltimore, Maryland, the firm builds customized equity and fixed-income portfolios tailored to each client's specific objectives, risk tolerance, and tax constraints. D.F. Dent and Company manages several proprietary growth equity strategies—including All Cap Growth, Midcap Growth, Small Cap Growth, Concentrated Growth, and Dividend Growth—as well as open-end mutual funds. In addition to portfolio management, the firm offers comprehensive financial planning covering net worth statements, cash flow, asset allocation, strategic tax planning, retirement accounts, estate planning review, and education funding. Financial planning is generally provided as part of investment management services or as a standalone service under a separate agreement. The firm serves clients ranging from individual families to corporations, foundations, and endowments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fixed income assets in balanced accounts are charged 0.30% per year. Fees are negotiable and may be discounted for certain accounts.