Dyken Wealth Strategies offers ongoing portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans and financial planning services covering investments, insurance, taxes, retirement, college, and debt. DWS primarily recommends mutual funds but may use other securities for diversification.
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
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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