Dance Investment Partners, LLC (DIPL) provides financial planning and investment management services to individuals and families. DIPL offers financial planning software subscriptions, financial consultation plans, and portfolio management services. DIPL aims to help clients achieve financial independence by providing personalized guidance and investment strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10 million, but will not exceed 0.75% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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