DeWitt & Dunn Financial Services is an investment management firm that provides services to individuals, high net worth individuals, trusts, estates, corporations, and small businesses. DeWitt & Dunn uses sub-advisory relationships with Brookstone Capital Management, Retirement Guys Formula, Impact Partnership Wealth, and Beacon Capital Management to manage client assets. DeWitt & Dunn assists clients in understanding the services and strategies provided by these sub-advisors and monitors client accounts.
Assets Under Management$22M
Clients94
Advisors3
Avg. per Client$240K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
DeWitt & Dunn uses sub-advisors to manage client investments. Fees are negotiable and depend on which sub-advisor manages your account. The minimum account opening balance is $25,000, which may be negotiable.
- Brookstone Capital Management: Up to 1.5% annually for DeWitt & Dunn, plus up to 0.75% for Brookstone, totaling up to 2.25%. Fees are charged monthly.
- Impact Partnership Wealth: Up to 1.5% annually for DeWitt & Dunn, plus 0.5% for Impact Partnership Wealth, totaling up to 2.0%. Fees are charged monthly.
- Retirement Guys: Up to 1.5% annually for DeWitt & Dunn, plus 0.3% for Retirement Guys, totaling up to 1.8%. Fees are charged quarterly, in advance.
- Beacon Capital Management: Up to 1.5% annually for DeWitt & Dunn, plus a fee to Beacon. Beacon's fee is the greater of $400 or a percentage based on the following schedule: up to $499,999.99 is 0.55%, between $500,000 and $999,999.99 is 0.35%, and $1,000,000 or over is 0.15%. The total advisory fee to both DeWitt & Dunn and Beacon will not exceed 2.99%. Fees are charged monthly.
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