D.F. Dent and Company, INC.
Assets Under Management
$8.6B
Number of Clients
1,309
Number of Advisors
7
Avg. Portfolio per Client
$6.6M
Avg. Managed per Advisor
$1.2B
Compensation
Fee-Only (% of Portfolio)
About This Firm
D.F. Dent and Company is an independent investment management firm offering investment management and financial planning services. They define investment objectives, establish investment programs, construct portfolios, and manage equity and fixed-income positions. D.F. Dent also manages mutual funds. Financial planning services are personalized and may include a net worth statement, cash flow statement, investment account review, tax planning, retirement planning, estate planning review, and education planning. Clients are not obligated to implement recommendations.
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% |
For balanced accounts, 0.30% on fixed income assets. Fees may be discounted for fixed-income or balanced accounts. Fees for sub-advisory or UMA relationships are negotiated and are lower than the standard fee schedule.
Fee Estimator
Areas of Practice
Location
400 East Pratt Street, 7th Floor, Baltimore, MD, 21202-3127