Dyer & Co. provides ongoing portfolio management based on your goals, time horizon, and risk tolerance. They create an investment plan to select a portfolio that matches your specific situation. Dyer & Co. also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, real estate funds, stocks, and ETFs.
Assets Under Management$73M
Clients30
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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