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 | 0.80% |
| $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 Drive, Fort Wayne, IN, 46804-1550
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
Max is the sole owner and agent of Remember U LLC, a computer software and photo creative business, since 2016. He spends minimal time on this activity, with hours occurring irregularly.