Dean Capital Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and other institutional clients. The firm also acts as a sub-advisor for mutual funds and separately managed accounts through its affiliate, Dean Investment Associates. Dean Capital Management builds diversified portfolios utilizing individual stocks, bonds, exchange-traded funds, and other investments, employing fundamental, cyclical, technical, and charting analysis. The firm offers several investment styles, including large cap value, multi cap value, equity income, mid cap value, small cap value, and fixed income strategies. The firm's investment approach focuses on reducing overall risk and volatility while pursuing long-term objectives tailored to each client's individual needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Rates shown are for Large Cap Value, Multi Cap Value, and Equity Income strategies. Mid Cap Value and Small Cap Value strategies charge 0.80% up to $10M, 0.70% for the next $15M, and 0.60% over $25M. Fixed Income strategy charges 0.25% up to $10M and is negotiated above that. Fees are negotiable in certain instances.