Advisor at Dyer & Company, L.L.C.
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
Dyer & Company, L.L.C.
Location
Charlotte, NC 28203
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Thomas Dyer is a CFP® with 18 years of industry experience and is the sole advisor at Dyer & Company, L.L.C., an independent firm based in Charlotte, NC. Prior to founding his firm in 2018, he worked at Davidson College from 2012 to 2019. Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes portfolios based on each client’s Investment Policy Statement, employing a long-term investment approach grounded in modern portfolio theory using mutual funds, ETFs, equities, fixed income, and real estate funds.
Based on Dyer & Company, L.L.C.
Based on Dyer & Company, L.L.C.
$0 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
$250 per hour
300 East Boulevard, Suite B4
Charlotte, NC 28203
North Carolina
Dyer & Company, L.L.C.
2018 - Present (8 years)
Davidson College
2012 - 2019 (7 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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