Advisor at DBA, Cornerstone Investment Counsel
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DBA, Cornerstone Investment Counsel
Location
Columbus, OH
Credentials
Series 65
Industry experience
20 years
Dennis Dicke is the sole advisor at Cornerstone Investment Counsel in Columbus, Ohio, holding a Series 65 designation with 20 years of industry experience. He has worked at Cornerstone Investment Counsel since 1996. Cornerstone Investment Counsel is a single-adviser registered investment adviser providing discretionary investment management to individuals, trusts, retirement accounts, and pension plans. The firm uses a process centered on client objectives and risk tolerance, employing no-load mutual funds, exchange-traded funds, and Defined Outcome (“buffer”) ETFs to construct portfolios.
Based on DBA, Cornerstone Investment Counsel
$0 - $3,000,000: 1.0% $3,000,000 - $10,000,000: 0.5% $10,000,000+: 0.25%
Minimum fee: Minimum quarterly fee $250; Minimum annual fee $1,000 Fee-only: Fees charged as a percentage of assets under management; no commissions
Columbus, OH
Ohio
Cornerstone Investment Counsel
1996 - Present (30 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
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