D
Dividend Growth Strategies, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,500,000
Clients
27
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$2,944,444
About
Dividend Growth Strategies, Inc. advises individuals, trusts and pension or profit-sharing plans, providing discretionary portfolio management, ongoing monitoring and pension consulting. Portfolios may include individual stocks, bonds, exchange-traded funds and no-load mutual funds and are tailored to each client’s stated objectives and risk tolerance.
The firm pursues a dividend-growth income approach intended to produce a rising retirement income stream, emphasizing high-quality dividend-paying companies and selective use of fixed income. Investment decisions are informed by multiple public research sources and a firm-developed proprietary 10-point scoring system that evaluates growth, risk, debt and operations before a purchase.
Managing approximately $79.5 million for a limited client base, the firm operates as a boutique manager focused on a small number of relationships and closer oversight than larger practices. It maintains a written Code of Ethics with personal-trade monitoring and provides periodic account reporting, and it combines traditional portfolio management with pension consulting, a service mix that is less common among similarly sized independent advisors.
Client services
Portfolio management
Expertise
Retirement income strategy
Income planning
Active portfolio management
Fee options
$0 - $999,999: 0.75% $1,000,000 - $3,000,000: 0.70% $3,000,001 - $10,000,000: 0.65% $10,000,001+: 0.60%
Account minimum: $500,000
Most active in
Dividend Growth Strategies, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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