DaceyHolden Management, LLC provides investment advice, primarily to a private pooled investment fund, Dacey Holden, LLC. They also manage a limited number of individual accounts for high-net-worth clients. DaceyHolden creates investment strategies based on each client's goals, risk tolerance, and time horizon. They generally invest in mutual funds, fixed income, equities, and ETFs, but primarily recommend equities.
Assets Under Management$22M
Clients14
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on strategy or account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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