Dream Financial Planning (DFP) manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. DFP also offers a Dream Builder program to help clients organize their finances. DFP may recommend third-party managers for portfolio management.
Assets Under Management$4.5M
Clients23
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.50% |
| $300K - $600K | 1.00% |
| $600K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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