Fees

Fees and Compensation

Dedicated Investment Advisers, LLC bases its investment fees on a percentage of assets under management.  Advisory Service fees range from ½ of 1%, to 2% per year on the gross value of your accounts, depending on the size and complexity of your account.

Financial plans are priced on an hourly basis.

Fee Billing

Investment management fees are billed quarterly, in advance.

The Financial Planning fee is hourly, with a minimum fee of one hour paid in advance and the balance due upon completion of the financial plan

 

You work hard for your money. We’ll work hard to protect it.

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