Dyche Wealth Management offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes and retirement, review insurance, and plan their estates. Dyche Wealth Management also provides advice on privately offered alternative investments. Other professionals are engaged directly by the client on an as-needed basis.
Assets Under Management$140M
Clients294
Advisors3
Avg. per Client$480K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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