Dale Q. Rice Investment Management (DQR) offers investment advice and financial planning to individuals and high net worth individuals. DQR reviews client investment objectives, recommends asset allocation strategies, and prepares written investment strategies. DQR may manage subaccounts of variable annuities. DQR provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$160M
Clients121
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 1.50% |
| $1.3M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable at DQR's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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