Harold Dance Investments (HDI) is a financial advisory firm operating as both a registered investment advisor and a broker-dealer. As an advisor, HDI offers portfolio management services to individuals, trusts, charitable organizations, and corporations. HDI provides advice through its Investment Advisor Representatives, tailoring recommendations to each client's needs and goals. HDI typically manages accounts on a discretionary basis, primarily using mutual funds, but may also use individual equities, bonds, and other investment products.
Fee Structure
Harold Dance Investments charges an annual fee for managing your investments, calculated as a percentage of the value of your portfolio. This fee ranges from 0.25% to 1.00% per year, billed quarterly. The specific fee may be negotiable depending on the investments, the level of involvement required from HDI, and your individual circumstances. HDI does not charge advisory fees on assets that provide direct compensation to the firm through sales commissions or service charges.