Dividend Growth Strategies offers investment advice to help clients achieve their financial goals. They create portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds. The firm works with clients to understand their investment goals, risk tolerance, and financial objectives. They monitor and rebalance portfolios as needed. The firm primarily focuses on providing a reliable income stream for clients in retirement through dividend-paying stocks.
Assets Under Management$80M
Clients27
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
In special circumstances, fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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