Dean Investments Fees & Minimum

Overview

Headquarters: Beavercreek, OH
Total Firm Assets: $909 million
Average High-Net-Worth Client Portfolio Size: $4.5 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: DEAN INVESTMENT ASSOCIATES, LLC (2026-03-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	0.75%
$2,000,001	$5,000,000	0.70%
$5,000,001	$10,000,000	0.65%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$7,500	0.75%
$5 million	$36,000	0.72%
$10 million	$68,500	0.68%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 19.63%
Number of High-Net-Worth Clients: 40
Total Client Accounts: 483
Discretionary Accounts: 483

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 104635

DEAN INVESTMENT ASSOCIATES, LLC (2026-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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