J. Dyhr Capital provides ongoing investment advice tailored to each client's circumstances and objectives. The firm assesses client needs and implements a suitable investment program. J. Dyhr Capital also provides investment advice to participants in defined contribution retirement plans. The firm offers general financial guidance incidental to its primary function as a money manager.
Assets Under Management$21M
Clients50
Advisors1
Avg. per Client$420K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable. Minimum fee of $2,000. Maximum fee charged will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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