Dickinson Barnum Investment Management provides ongoing investment management and financial planning services. They work with clients to understand their investment goals, risk tolerance, and financial situation, then create a tailored investment plan. Dickinson Barnum monitors investments and makes adjustments as needed. They typically invest client assets in stocks, exchange traded funds, bonds, mutual funds, and variable annuities. They also offer comprehensive financial planning services, including net worth assessment, income tax analysis, retirement forecasting, and estate planning analysis.
Assets Under Management$60M
Clients332
Advisors2
Avg. per Client$180K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
For fixed income portfolios, fees will be negotiated lower than the table, based on complexity and bond duration.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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