Dale K. Ehrhart, Inc. offers ongoing portfolio management services based on each client's individual goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for each client and builds diversified portfolios primarily using mutual funds, equities, bonds, fixed income, and exchange-traded funds. Dale K. Ehrhart operates across three divisions: a Family Office division for high-net-worth families with a minimum account size of $50 million, a Turnkey Asset Management Program division providing back-office and investment management services to independent registered investment advisors, and a Private Client division serving direct individual clients. The firm uses fundamental analysis and modern portfolio theory to guide its investment strategies, and requests authority to make trades without asking clients first for most accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable depending on client needs and situation complexity.