Dale K. Ehrhart, Inc. offers investment management services to individuals, high-net-worth individuals, corporations, and other investment advisors. DKE also provides back-office and investment management services to independent registered investment advisors through its TAMP division. DKE creates investment plans tailored to each client's situation and risk tolerance. DKE generally invests in mutual funds, equities, bonds, fixed income, and ETFs.
Assets Under Management$560M
Clients121
Advisors3
Avg. per Client$4.6M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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