Dye Family Office provides financial planning including tax, insurance, retirement, and estate planning. They also manage client portfolios, taking into account each client's financial situation, risk tolerance, and goals. They manage custodial accounts and provide ongoing supervision, investing in stocks, bonds, mutual funds, and other securities.
Assets Under Management$32M
Clients8
Advisors1
Avg. per Client$4M
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Dye Family Office charges an annual negotiable fee for managing your money, ranging from 0.5% to 2% of your portfolio, or a flat monthly fee, depending on the size and complexity of your account. You can choose to be billed monthly or quarterly, based on the value of your investments at the end of the previous month or quarter.
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