Financial Dimensions LLC provides financial planning and investment management services. This includes helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. They primarily invest client assets in mutual funds and exchange-traded funds. Financial Dimensions LLC is also a licensed insurance producer and may receive commissions on the sale of insurance products, which will be disclosed in writing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fees are for credit union members. Non-member fees are higher. The minimum annual fee is $80 per month for credit union members and $95 per month for non-members. Fees are negotiable. First Dollar accounts are fixed at $45 per month for First Financial Credit Union members and $60 per month for non-members.