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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.50% |