Dickmeyer Boyce Financial Management, INC
Assets Under Management
$372.6M
Number of Clients
403
Number of Advisors
4
Average Client AUM
$925K
AUM per Advisor
$93.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dickmeyer Boyce Financial Management provides personal financial planning and investment management to individuals, families, related entities, trusts, estates, and family businesses. They do not sell financial products or receive commissions. They also advise employer retirement plans.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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 negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location
6506 Constitution Drive, Fort Wayne, IN, 46804-1550
