Dean Financial Advisory, LLC.

Fee-Only (% of Portfolio)Fixed/Hourly

Dean Financial Advisory provides investment management and financial planning services. Dean Financial Advisory tailors its services to each client's individual situation, understanding their goals, objectives, income, budget, and risk tolerance before making recommendations. The firm monitors world economies and asset class performance to inform its investment strategy. All client assets are managed on a discretionary basis.

Assets Under Management$37M
Clients27
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$37M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm