Dental Retirement Strategies, Inc. (DRSI) provides customized investment advisory services, focusing on asset management. DRSI manages client accounts based on individual goals, risk tolerance, and time horizon, primarily using Dimensional Fund Advisors (DFA) no-load mutual funds. DRSI may also use individual bonds for larger accounts. Clients grant DRSI authority to make trades without asking first. DRSI also provides retirement plan design and administration services and dental analytics software program design and support.
Assets Under Management$14M
Clients24
Advisors1
Avg. per Client$560K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. DRSI may charge a minimum advisory fee of $2,000 annually ($500 quarterly). Clients with accounts under $70,000 may pay a fee of 3% or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...