Dyche Wealth Management, Inc logo

Dyche Wealth Management, Inc

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Total assets under management

$162,298,479

Total clients

140

29% high-net worth

Total advisors

3

of 4 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

47

Average account size

$1,159,275

About

Dyche Wealth Management provides personalized financial planning and investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and pooled investment vehicles. Its service menu includes discretionary and non‑discretionary portfolio management, ERISA plan advisory and consulting, financial planning, and advice on privately‑offered alternative investments.

The firm conducts an in‑depth initial evaluation of each client’s situation (net worth, goals, liquidity needs and risk tolerance) and delivers periodic reviews and ongoing portfolio monitoring, using fundamental, technical and cyclical analysis supported by third‑party research. It manages accounts on both discretionary and non‑discretionary bases, may employ option and other derivatives strategies in managed accounts, and performs documented due diligence with at least annual reviews for private placement investments that require accredited‑investor status.

What is distinctive is the firm’s role as a sponsor and adviser to multiple privately‑offered pooled vehicles and real‑estate/solar development entities (Terra Development and affiliated managers), providing advisory services and structuring fees for pooled vehicles and private placements. The brochure also discloses affiliated business activities — principals’ insurance licensing and commission income, relationships with third‑party money managers (including solicitor fee arrangements), and the firm’s public educational seminars and workshops — all identified as potential conflicts and addressed through disclosure and internal procedures.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed financial planning fees ranging from $1,500 to $10,000 based on complexity; One-time due diligence fees for certain private placements (amount varies by transaction)

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$250 per hour for financial planning services; $175 per hour for ERISA Plan consulting

Other

Account minimum: $250,000 Fee-only: Hourly financial planning fee of $250 per hour; Fixed financial planning fees ranging from $1,500 to $10,000 based on complexity; ERISA Plan consulting at $175 per hour

Main office location

Dyche Wealth Management, Inc

335 N. Jeff Davis Drive

Fayetteville GA 30214, United States

Number of offices

2

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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