Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Accounts above $5,000,000 have negotiable fees.
Fee Estimator
Dickmeyer Boyce charges fees based on a percentage of assets under management, hourly charges, fixed fees, and retainers. A typical fee for a Personal Financial Overview is $1,000. The hourly rate for ad hoc services is $200. For asset management, fees are calculated quarterly based on the assets under management at the beginning of each quarter. Accounts above $5,000,000 have negotiable fees. The minimum portfolio size for individual clients and corporations is $500,000, while the minimum for charitable accounts is $200,000 (otherwise the ERISA fee schedule is used). Note: This firm's brochure lists different fee rates for ERISA plans and charitable accounts, which are excluded from the AUM fee structure below.
Areas of Practice
Advisor Information
Office location
6506 Constitution Dr., Fort Wayne, IN, 46804
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Ian Da Costa BoyceRegulatory 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
Ian is a Director at Farmers & Merchants Bank since January 2024, focusing on strategy, compliance, and operations. He dedicates a few hours per week to this role, most of which occur during securities trading hours.
Employment History
Current Registrations
Dickmeyer Boyce Financial Management, INC
Previous Registrations
Galecki Financial Management INC
State Registrations1 state
Exams
Additional Information
Wealth Management is a holistic process of evaluating your complete financial picture and developing a plan that is focused upon your present financial situation and achievement of your financial goals. The process begins with the Personal Financial Overview which guides us in the development and maintenance of your investment plan.