Dyer Financial Advisory offers financial planning, investment consultation, and investment management services. Financial planning covers topics like cash flow, retirement, education funding, taxes, and estate planning. Investment consultation involves providing information on investment options and strategies, while investment management involves implementing investment strategies. They also offer life and business planning/coaching services.
Assets Under Management$23M
Clients13
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Minimum quarterly fee of $300.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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