Dreher Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$148,240,000
Total clients
178
20% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
89
Average account size
$832,809
About
Dreher Financial Partners advises retirees and individuals planning for retirement, offering discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm works with individual and joint accounts, trusts and retirement accounts, and provides written investment strategies and ongoing portfolio oversight on a fee-only basis.
The firm’s investment process centers on fundamental security analysis supplemented by diversification and macroeconomic assessment, translating a client’s financial profile into a risk profile and asset-allocation plan. Portfolios are implemented mainly with individual stocks, bonds and no-load mutual funds, supported by the firm’s proprietary research and quarterly client reports, with formal account reviews at least annually.
Compared with many peers, the firm combines its individual-retirement focus with advisory services for participant-directed employer retirement plans and nonprofit endowments, and it routinely conducts detailed cash-flow analyses for retirement decisions (including participation in client family meetings) at no additional charge. It also emphasizes direct security selection (including individual bonds and high-dividend equities) and shares firm research with clients, while declining to vote client proxies so clients receive and retain proxy materials directly.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.80% $1,000,000+: 0.50% $1,000,000 - $3,000,000: 0.40% $3,000,000 - $6,000,000: 0.20% $6,000,000+: 0.10% $0 - $500,000: 0.80% $500,000+: 0.50%
Minimum fee: $4,800 annually for individuals; $5,000 annually for employer-sponsored retirement plans; $2,500 annually for non-profit endowments. Minimum fees may be reduced or waived at firm's discretion. Fee-only: Firm is fee-only and does not receive commissions.
Main office location
Dreher Financial Partners
275 Se Broad Street
Southern Pines NC 28387, United States
Number of offices
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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