Dyer & Company, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$73,162,938
Total clients
30
50% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
15
Average account size
$2,438,765
About
Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client, tailors portfolios to stated goals, risk tolerance and time horizon, and offers financial planning on a one‑time or hourly basis.
The firm’s investment approach emphasizes modern portfolio theory and long‑term trading, generally using mutual funds, ETFs, equities, fixed‑income securities and real estate funds to construct diversified portfolios. Risk tolerance is documented in the Investment Policy Statement and accounts are reviewed at least quarterly to align allocations with client objectives.
Noteworthy operational features include a requirement that clients use Schwab Institutional as custodian, with the firm receiving access to Schwab’s institutional services and related benefits that could present conflicts of interest. The firm also does not aggregate (block) trades across client accounts, which the brochure notes may affect execution quality, and financial planning engagements typically conclude upon delivery of the plan unless additional work is requested.
Client services
Expertise
Fee options
$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
Main office location
Dyer & Company, L.L.C.
300 East Boulevard, Suite B4
Charlotte NC 28203, 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.
Forms ADV
Quick links
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