Dividends & More, based in Troy, Montana, offers discretionary portfolio management services. This means Jarratt Price makes investment decisions and places buy or sell orders without contacting you first, based on your investment goals. Dividends & More monitors your portfolio and rebalances it as needed due to market changes. You can set limits on the types of securities purchased for your account.
Assets Under Management$20M
Clients26
Advisors1
Avg. per Client$770K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
If a client transfers an account to Dividends & More that was previously charged a lower fee, the transferred amount will continue to be charged the lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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