Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,091,678
Total clients
113
25% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
28
Average account size
$806,121
Fixed monthly fee for start-up pension plans ranging from $100 to $300 per month
All assets+: Up to 2.0% annually for portfolio management services All assets+: 1.50% annually for pension consulting services
$300 per hour for financial planning services
Account minimum: No account minimum for any of DAC’s services Fee-only: Fixed fees between $495 and $25,000 for financial planning services
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Dutch Asset Corporation
113 B Jericho Rd
Selkirk NY 12158, United States
Number of offices
1
CFP®, Series 66
Selkirk, NY
Dutch Asset Corporation
Series 66
Selkirk, NY
Dutch Asset Corporation
Series 66
Selkirk, NY
Dutch Asset Corporation
Series 63, Series 65
Blanding, UT
Dutch Asset Corporation
CFP®, Series 63
Selkirk, NY
Dutch Asset Corporation
Series 65
Selkirk, NY
Dutch Asset Corporation
CFP®, Series 66
Cary, NC
Dutch Asset Corporation
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