Dyad Financial Group focuses on managing investment portfolios by investing client funds in common stocks, exchange traded funds, mutual funds, and similar investments. Dyad Financial Group analyzes company financial strength, market trends, and historical data to make investment decisions. Clients authorize Dyad Financial Group to make trades on their behalf. Services are tailored to individual client needs, and clients can restrict certain securities or types of securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The 2% fee is negotiable for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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