Dearborn Partners L.L.C.
Assets Under Management
$3.5B
Number of Clients
285
Number of Advisors
10
Average Client AUM
$12.4M
AUM per Advisor
$353.3M
Compensation
Fee-Only (AUM)
About This Firm
Dearborn Partners offers investment advisory services, including financial planning, to individuals, retirement accounts, and institutions. They manage various strategies, including Rising Dividend, Balanced, and Multi-Asset portfolios. Dearborn uses fundamental research and may use sub-advisers for certain strategies. They also provide model portfolio services.
Fee Structure
Fees for individual and fixed income clients range from 0.25% to 1.00% of account assets annually. Individual client accounts sub-advised by Janus Capital Management are charged an additional 0.50% annual fee, while those sub-advised by ARK Investment Management are charged an additional 0.45% annual fee. Rising Dividend, Balanced, and Multi-Asset accounts also have fees ranging from 0.25% to 1.00%. A Rising Dividend, Balanced, or Multi-Asset Account usually requires a minimum of $100,000.
Areas of Practice
Location
200 W Madison St, Suite 1950, Chicago, IL, 60606