Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
The firm charges a percentage of assets under management. The brochure lists the standard fee schedule. Fees are calculated quarterly based on the market value of the portfolio. Clients investing in the Dean Funds will not have the value of those investments included in the quarterly portfolio management fee calculation. The firm retains the discretion to negotiate alternative fees on a client-by-client basis. Any prepaid, unearned fees will be promptly refunded upon termination of the account. Clients are also responsible for mutual fund fees and expenses charged by custodians and broker-dealers. Retirement plan consulting fees are not included.
Areas of Practice
Advisor Information
Office location
3500 Pentagon Blvd, Suite 200, Beavercreek, OH, 45431
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Beth owns Beth Verdoorn, CPA, a tax return preparation business, since 1997. She spends about 10-20% of her time on this activity from February through April, outside of trading hours.