Dash Investments manages investment portfolios for individuals, high net worth individuals, estates, and trusts using a Global Value approach, focusing on long-term investments in common stocks and bonds. Dash Investments also offers financial planning ideas and strategies to address the client’s holistic financial picture, including estate, income tax, charitable, cash flow and retirement income, wealth transfer and family legacy objectives. The firm uses a third-party platform to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$620M
Clients429
Advisors7
Avg. per Client$1.4M
Avg. per Advisor$89M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Minimum annual fee of $12,500. Firm may negotiate certain flat annual rates with clients that can apply to all asset levels.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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