Dean Bennett Advisory Services (DBAS) offers investment management services where they manage your investments based on your goals and risk tolerance. DBAS may also hire other investment advisors to manage parts of your account. DBAS also provides services to retirement plans, acting as an advisor to plan sponsors. DBAS does not sponsor wrap fee programs.
Assets Under Management$8.4M
Clients16
Advisors1
Avg. per Client$520K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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