Dana Investment Advisors, Inc. is an independent, employee-owned investment management firm founded in 1980 and based in Waukesha, Wisconsin. Dana provides continuous portfolio management services on both a discretionary and non-discretionary basis to a wide range of clients, including individuals, pension plans, corporations, and charitable foundations. The firm offers numerous investment strategies covering domestic and international equities, fixed income, and specialized environmental, social, and governance or faith-based portfolios. For wealth management clients, Dana crafts personalized investment approaches while taking into account individual time horizons, cash flow needs, and risk tolerance. Dana also participates in third-party wrap fee programs and model-based unified managed account programs, and serves as an adviser or sub-adviser for several mutual funds and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Rates shown are for wealth management accounts. Other equity and bond strategies have separate fee schedules ranging from 0.15% to 0.75%. Fees may be negotiable for accounts of substantial size.