Dickson Financial Group offers investment advice and financial planning to clients. They work with clients to understand their goals, risk tolerance, and financial situation to develop a personal investment policy. They manage accounts on a discretionary or non-discretionary basis. Financial planning services cover areas like taxes, investments, insurance, retirement, and estate planning. They also publish a newsletter and hold seminars.
Assets Under Management$6.5M
Clients31
Advisors2
Avg. per Client$210K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...