DentVest provides financial planning on topics like retirement, risk management, and college savings. For investment management, DentVest uses third-party managers, helping clients select an appropriate allocation model and reviewing the manager's performance. DentVest primarily practices passive investment management using index mutual funds or exchange-traded funds.
Assets Under Management$1.7M
Clients10
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
The annual fee is negotiable. This fee does not include the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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