Dean Investment Associates provides investment management services tailored to individual client needs. Dean Investments makes investment decisions on behalf of clients. Dean Investments also manages mutual funds. Dean Investments may use a sub-advisor, Dean Capital Management, for investment services.
Assets Under Management$900M
Clients307
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Dean Investments charges a percentage of the assets they manage. The specific percentage depends on the investment style and the amount invested. Fees are negotiable for accounts over $10 million. Here's a breakdown:
- Large Cap:
- $250,000 - $2 million: 0.75% per year
- $2 million - $5 million: 0.70% per year
- $5 million - $10 million: 0.65% per year
- Multi Cap:
- $250,000 - $2 million: 0.85% per year
- $2 million - $5 million: 0.80% per year
- $5 million - $10 million: 0.75% per year
- Mid Cap:
- $500,000 - $2 million: 1.00% per year
- $2 million - $5 million: 0.95% per year
- $5 million - $10 million: 0.90% per year
- Small Cap:
- $3,000,000 - $2 million: 1.00% per year
- $2 million - $5 million: 0.95% per year
- $5 million - $10 million: 0.90% per year
- Equity Income:
- $250,000 - $2 million: 0.75% per year
- $2 million - $5 million: 0.70% per year
- $5 million - $10 million: 0.65% per year
- Fixed Income:
- $250,000 - $2 million: 0.35% per year
- $2 million - $5 million: 0.30% per year
- $5 million - $10 million: 0.25% per year
- Balanced (>=50% equity):
- $250,000 - $2 million: 0.70% per year
- $2 million - $5 million: 0.65% per year
- $5 million - $10 million: 0.60% per year
- Balanced (<50% equity):
- $250,000 - $2 million: 0.50% per year
- $2 million - $5 million: 0.45% per year
- $5 million - $10 million: 0.40% per year
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