Dutton Financial Planning provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and business entities. Services include asset management, co-advisor services with Gradient Investments, and personal and business financial planning. Investment strategies are tailored to client goals and objectives.
Assets Under Management$420K
Clients2
Advisors1
Avg. per Client$210K
Avg. per Advisor$420K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable. Dutton Financial Planning may also utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Dutton Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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