Dickmeyer Boyce Financial Management provides financial planning and investment management services. They work with clients to evaluate their financial situation and develop strategies to reach their goals. Dickmeyer Boyce does not sell financial products or receive commissions. They also advise employer retirement plans.
Assets Under Management$440M
Clients420
Advisors4
Avg. per Client$1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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