Retirement Plan Advisory Services

Dickmeyer Boyce Financial Management, Inc. has partnered with plan sponsors to serve in the role of fiduciary on employer retirement plans since 2005.  In our role as a fiduciary we work with plan sponsors to create and update plan documents, establish suitable investment policy statements, select and monitor plan investments and make recommendations for mutual fund changes.

Additionally, we enroll and educate employees about retirement readiness and their specific plan offerings.  We also produce investment materials, performance information and plan summaries for review by plan sponsors and owners to assist in their role as a fiduciary.

ERISA Plans:

Wealth Management Fees for ERISA Plans are based upon the following schedule:

  • First $1,000,000 – 0.50% per year.
  • Amounts above $1,000,000 but less than $2,000,000 - $5,000 plus 0.40% per year on amounts over $1,000,000.
  • Amounts above $2,000,000 but less than $3,000,000 - $9,000 plus 0.30% per year on amounts over $2,000,000.
  • Accounts above $3,000,000 - $12,000 plus 0.25% on amounts greater than $3M.

The minimum portfolio size for ERISA plans is $500,000.

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