Dwyer Financial provides financial consulting on specific financial matters, refers clients to third-party investment advisors, and offers investment management services. For investment management, Dwyer Financial constructs portfolios using mutual funds and may recommend alternative investments for suitable clients. They also use the SEI Asset Management Program to assist with managing certain client portfolios. Dwyer Financial acts as a fiduciary when providing investment advice on retirement accounts.
Assets Under Management$41M
Clients131
Advisors2
Avg. per Client$320K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee schedule applies to accounts not held at American Funds Service Company. Accounts held at American Funds Service Company are charged 0.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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