Dearborn Partners L.L.C.

Fee-Only (% of Portfolio)

Dearborn Partners is an investment advisor that manages investment portfolios and provides financial planning services. Dearborn works with individuals, retirement accounts, trusts, and institutions. Dearborn offers various investment strategies, including rising dividend, balanced, and multi-asset portfolios. For some individual client accounts, Dearborn uses sub-advisors. Dearborn also provides model portfolio services to other investment advisors.

Assets Under Management$3.5B
Clients285
Advisors10
Avg. per Client$12M
Avg. per Advisor$350M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Dearborn Partners charges a percentage of your assets annually for investment management. The specific rate depends on the investment strategy and the amount of assets in your account, generally ranging from 0.25% to 1.00%.

Individual client accounts that use Janus Capital Management as a sub-advisor pay an additional 0.50% annual fee. Individual client accounts that use ARK Investment Management as a sub-advisor pay an additional 0.45% annual fee.

Loading...
Location

10 Advisors at this firm