Dickmeyer Boyce Financial Management, INC
Assets Under Management
$372.6M
Number of Clients
403
Number of Advisors
4
Average Client AUM
$925K
AUM per Advisor
$93.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dickmeyer Boyce Financial Management, Inc. offers personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. They develop strategies to meet client objectives, considering risk tolerance. They also advise employer retirement plans. The firm is fee-only and does not sell financial products or receive commissions.
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
Location
6506 Constitution Drive, Fort Wayne, IN, 46804-1550
