DT Investment Partners (DTIP) provides investment advice and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. DTIP offers both discretionary and non-discretionary investment management. DTIP also provides independent investment consulting services, including fee reviews, asset allocation reviews, and performance analysis. DTIP does not take custody of client funds.
Assets Under Management$1.9B
Clients1,490
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.45% |
| $5M+ | 1.45% |
Fees are negotiable above $5,000,000 for equity and balanced accounts. For fixed income only accounts, the fee is 0.60% on the first $10,000,000 and negotiable above that amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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