Dendrite Capital provides wealth management and financial planning services. Wealth management includes investment strategies, investment selection, asset allocation, and portfolio monitoring. Financial planning covers net worth, cash flow, retirement, tax reduction, investment planning, and estate planning. Financial planning is only available to existing wealth management clients. Dendrite Capital may recommend third-party professionals to assist with the planning process.
Assets Under Management$27M
Clients49
Advisors1
Avg. per Client$560K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$3K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts greater than $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...