The Dedicated Dollar, LLC provides investment management services, managing individually tailored investment portfolios based on clients' goals and risk tolerance. TDD may use third-party managers. TDD also offers project-based financial planning services covering retirement, risk management, college savings, and estate planning. Ongoing comprehensive financial planning is available for a fixed monthly fee. TDD uses modern portfolio theory and passive investment management strategies.
Assets Under Management$4.1M
Clients14
Advisors1
Avg. per Client$290K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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