Dream Catcher Financial Services is a fee-only firm that manages money using its own investment models and alternative investments. Dream Catcher designs client portfolios based on their individual risk tolerance. Financial planning and cash flow analysis are available on a case-by-case basis.
Assets Under Management$2.3M
Clients8
Advisors1
Avg. per Client$290K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Dream Catcher Financial Services manages money for a fee ranging from 1% to 2% of the value of your investments. For new alternative investments made after May 1, 2017, there is a 1% annual wrap fee, paid quarterly. For older alternative investments, the fee is $25 per quarter for performing investments and $0 for non-performing investments.
Loading...