Dean Wealth Management, LLC is a registered investment advisor based in Lindale, Texas, with a branch in Tyler, Texas. The firm manages investment portfolios and provides financial planning services for individual family households, trusts, estates, and retirement accounts. Dean Wealth Management offers both discretionary account management (where the firm makes trades on your behalf) and non-discretionary management (where you approve trades first). Their investment strategies include tactical allocation programs using exchange-traded funds, mutual funds, individual stocks, and bonds, as well as a retirement allocation program focused on low volatility and consistent returns. In addition to investment management, Dean Wealth Management offers comprehensive and customized financial planning covering retirement, estate planning, divorce planning, and tax strategies. The firm's advisors also maintain separate insurance licenses and may recommend insurance products on a commission basis.
Fee Structure
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 for amounts over $2,000,000 are negotiable. Fees are paid quarterly in advance.