Dupree Financial Group manages investment portfolios for retirees and those planning for retirement. They tailor their services to each client's needs, establishing an investment policy based on goals, risk tolerance, and cash flow needs. Dupree Financial Group primarily uses its own research to make investment recommendations. Clients can place restrictions on certain investments.
Assets Under Management$330M
Clients756
Advisors7
Avg. per Client$440K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are not negotiable, but Dupree Financial Group has deviated in certain circumstances from the investment fees listed below at its sole discretion. Separate fee schedule for asset management advice for retirement accounts held in Institutional Retirement Plan for the University of Kentucky: $0 to $1,000,000: 0.75%; Over $1,000,000: 0.50%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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