Dimensions Wealth Management provides investment advice to individuals and other clients. They offer comprehensive portfolio management, which includes asset management and financial planning, and retirement plan consulting services to employer plan sponsors. Dimensions Wealth Management works with clients to understand their financial situation and goals, then creates an investment approach using various securities. Portfolios are monitored and rebalanced as needed.
Fee Structure
Dimensions Wealth Management's fees for comprehensive portfolio management are determined on a case-by-case basis, but will not exceed 2% annually. Fees are negotiable and are deducted from client accounts monthly or quarterly in advance. For assets managed under a Deferred Sales Trust, the maximum annual fee will not exceed 1%, with a portion paid to a third party.