DIB Investment Management manages investment portfolios for individuals and corporations, focusing on growth and value strategies. DIB uses research from First Trust Unit Investment Trust service, selecting from 70 to 100 individual equity securities for each portfolio. The portfolios are monitored based on the strategy's goals, ensuring alignment with the client's risk tolerance. DIB does not manage accounts on a discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K+ | 1.00% |
Fees may be negotiable for accounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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