Dentist Advisors offers investment management, wealth management (financial planning and investment management), hourly consulting, and retirement plan services. They tailor their services to dentists, other professionals, and high-net-worth individuals. For investment management, they use model portfolios of ETFs and mutual funds, and may use sub-advisors or third-party managers. Wealth management includes financial planning and investment management.
Fee Structure
Dentist Advisors' investment management fees have a maximum rate of 1.50% per year, calculated and billed quarterly. The specific rate you pay depends on the agreement you make with them. If a sub-advisor or third-party manager is used, you'll also pay their fees, up to 2.95% annually. Minimum account sizes may apply depending on the portfolio.