R. H. Dinel Investment Counsel provides customized investment management services, focusing on in-depth research and long-term investments. They work with clients to determine their specific needs and tailor portfolios accordingly, considering their financial situation and any social or political preferences. The firm primarily invests in common stocks, seeking well-managed businesses in growing industries. They also invest in bonds for some clients.
Assets Under Management$170M
Clients28
Advisors2
Avg. per Client$6.1M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $22.0M | 1.00% |
| $22M+ | 1.00% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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