Raider Dennis Agency provides asset management services, helping clients develop and execute financial plans. They work with clients to understand their financial situation, goals, and risk tolerance, then recommend a model investment portfolio. Raider Dennis Agency uses AE Wealth Management's platform to access portfolio managers and monitors performance and trading systems.
Assets Under Management$55M
Clients165
Advisors3
Avg. per Client$340K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 0.90% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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