Investment Management

Goals Based Investing:

At Dash Capital Advisors, we build customized investment portfolios aligned to YOUR goals.

Discover

We want to get to know you, your goals, and your risk tolerance first before we start analyzing which investments we should implement.

Analyze

Lets evaluate your current asset allocation and compare it to your goals and risk tolerance to look for opportunities to optimize your portfolio.

Solve

Our advisors will build a customized portfolio that seeks to capture benchmarks, keep investment costs low, and mitigate risks during bear markets.

Help

Our advisors are here to assist you through the ups and downs of the market and to stay disciplined along the way. As your priorities and life change, we are here to help your portfolio adapt.

Linear Fee Schedule

Based on the sum of all your accounts, you will fall into the appropriate tier. For example, if you have a total of $500,000, your entire account falls into the 1.10% tier, rather than the first $250,000 being billed at 1.25%

Account Value Annual Advisory Fee

$0 to $250,000 1.25%
$250,000 to $750,000 1.10%
$750,000 to $1,000,000 0.97%
$1,000,000 to $2,000,000 0.93%
$2,000,000 to $5,000,000 0.76%
$5,000,000 to $25,000,000 0.65%
$25,000,000+ 0.50%

Insurance Planning

Financial Planning