Dyken Wealth Strategies offers ongoing portfolio management, pension consulting, and financial planning services. The firm uses modern portfolio theory and a long-term investment strategy, primarily recommending mutual funds to build diversified portfolios tailored to each client's goals and risk tolerance. Financial planning covers investment planning, life insurance, taxes, retirement, college savings, and debt management. Dyken Wealth Strategies also helps clients select third-party investment advisors when appropriate. The firm operates as a corporation based in Gulf Shores, Alabama, led by Jason Richard Dyken.
Assets Under Management$58M
Clients53
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$58M
www.dykenwealthstrategies.com ·www.facebook.com/dyken-wealth-strategies-566734... ·www.linkedin.com/in/jasondyken
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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