Martin Fleisher, JD., PC. (Dearborn Capital Partners) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Dearborn Capital Partners creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Dearborn Capital Partners generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$160M
Clients12
Advisors1
Avg. per Client$14M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. There is an account minimum of $2,000,000, which may be waived by Dearborn Capital Partners in its discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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