Dickmeyer Boyce Financial Management is a fee-only financial planning and wealth management firm founded in 2002 and based in Fort Wayne, Indiana. The firm offers personal financial planning and investment management to individuals, families, trusts, estates, and family businesses, alongside advisory services for employer retirement plans. Dickmeyer Boyce operates as a registered investment advisor and does not sell financial products or receive commissions. The advisory process typically begins with a Personal Financial Overview to evaluate the client's complete financial picture, risk tolerance, and goals. Following this overview, clients can engage Dickmeyer Boyce for ongoing wealth management, which combines asset management with comprehensive financial planning covering retirement, insurance, tax, and estate strategies. Portfolios are constructed using strategic asset allocation, incorporating global diversification, index funds, exchange-traded funds, actively managed funds, dividend-paying stocks, and individual municipal bonds. Dickmeyer Boyce manages assets on a discretionary basis, meaning the firm places trades without prior client approval, while client assets are held by independent qualified custodians such as Charles Schwab or Fidelity Investments.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees are negotiable for accounts above $5,000,000. Separate schedules apply for ERISA retirement plans and charitable accounts.