Andrew Lanphear is a registered investment advisor at Dickmeyer Boyce Financial Management, INC, based in Fort Wayne, IN, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 420 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts above $5,000,000. Charitable accounts and non-profit accounts are managed at 0.40% per year. The minimum account size is $200,000, or the ERISA fee schedule is used.
Fee Estimator
Location
6506 Constitution Drive, Fort Wayne, IN, 46845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dickmeyer Boyce Financial Management, INC
State Registrations3 states
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