Founded in 1997, Dearborn Partners manages investment portfolios and provides tailored investment strategies for individuals, families, and institutional clients. The firm specializes in equity and fixed-income strategies, notably its Rising Dividend strategy which focuses on companies with a history of increasing dividends, as well as balanced and multi-asset portfolios. Dearborn Partners offers discretionary investment management, allowing the firm to buy and sell securities on behalf of clients without prior approval for each trade. Clients can also impose restrictions on specific securities or types of securities. In addition to direct account management, Dearborn Partners utilizes third-party sub-advisers for certain specialized strategies and offers model portfolio services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees generally range from 0.25% to 1.00% depending on the strategy and portfolio size. Fees are negotiable.