Dedicated Investment Advisers, LLC offers personalized investment management services to individuals, retirement accounts, and small businesses. They help clients determine financial objectives, plan for taxes and retirement, review insurance, and manage investments. Clients maintain control of their assets, and Dedicated Investment Advisers places trades under a limited power of attorney. The initial meeting is free to determine if their services are beneficial.
Assets Under Management$4M
Clients23
Advisors1
Avg. per Client$170K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.80% |
| $50K - $250K | 1.60% |
| $250K - $500K | 1.43% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.5M | 0.69% |
| $2.5M - $5.0M | 0.57% |
| $5M+ | 0.50% |
Fees may be renegotiable when adding new money to a non-retirement plan, or new rollover money to an existing retirement plan.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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