Assets Under Management
$319.6M
Number of Clients
259
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$106.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dean Financial Services offers individual portfolio management with institutional-style consulting, including manager due diligence, asset allocation, and performance monitoring. They also provide financial planning services, evaluating clients' financial states and goals. Retirement plan consulting is offered separately.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
3500 Pentagon Boulevard, Suite 200, Beavercreek, OH, 45431