Dylan Bastress is a registered investment advisor at Pace Financial Advisors, based in Ashville, OH. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,351 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pace Financial Advisors charges an annual fee based on the value of your account, ranging from 0.50% to 2.00%. If you choose an investment strategy that uses options, there may be an additional fee of up to 0.25% per year. The firm may choose not to apply their fees to the cash value of your account. Fees are negotiable.
Location
Ashville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pace Financial Advisors
State Registrations1 state
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