Dana Investment Advisors is an investment management firm providing continuous advice on investing funds based on individual client needs. They offer both discretionary and non-discretionary services. Dana manages investments through wrap fee programs and Model Based/Unified Managed Account programs. They explore client objectives and explain their investment processes, allowing clients to place reasonable restrictions on their investment discretion.
Fee Structure
Dana Investment Advisors charges a percentage of your portfolio each year. The specific percentage depends on the investment strategy and the amount you invest. Fees are calculated quarterly, based on the value of your investments. The fees may be negotiable for larger accounts. In addition to Dana's fees, you may also incur brokerage and custodial fees.