Dash Investments manages investment portfolios for individuals, high-net-worth clients, estates, and trusts using a long-term global value strategy focused on common stocks and bonds. Dash Investments assesses each client’s financial goals and handles daily investment decisions without needing prior approval. In addition to portfolio management, Dash Investments offers comprehensive financial planning covering cash flow, taxes, retirement, charitable giving, and wealth transfer. Dash Investments also facilitates estate planning support through a third-party digital platform and offers professional tax preparation and filing services at no extra cost for clients with at least $1,500,000 in managed assets. Dash Investments operates primarily from Plano, Texas, and is wholly owned by founder Jonathan Dash.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
A minimum annual fee of $12,500 applies. Fees are negotiable based on client type, requested services, and complexity.