Asset Dedication offers investment management and financial planning services. The firm uses the Asset Dedication strategy, which synchronizes equity securities with investment-grade fixed income securities to match a client’s cash flow needs. Asset Dedication provides sub-advisory investment management services to clients of third-party investment advisors and also provides some advisory investment management and financial planning services through in-house advisors.
Fee Structure
Asset Dedication charges an investment management fee based on a percentage of the total assets managed.
- For clients of third-party advisors, the maximum investment management fee is 0.35%.
- For clients of in-house advisors, the maximum fee is 1.85% of assets under management.
Fees are negotiable on a case-by-case basis. Affiliated advisors may charge additional flat fees for financial planning and other services in addition to or in lieu of the investment management fee.
