Dean Wealth Management offers investment monitoring and discretionary management services, which include developing financial and investment plans and implementing the investment aspects of those plans. The firm also provides general financial and investment planning advice. Dean Wealth Management uses various investment strategies and may recommend third-party money managers.
Assets Under Management$47M
Clients102
Advisors3
Avg. per Client$460K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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