Dean Investments has been chosen again by CNBC as one of 2015’s Top 100 Fee-Only Wealth Managers in the country. Rankings were based on management, average account size, client segmentation and growth of assets.
Scores for each measure listed below were weighted according to a proprietary formula to arrive at a final total rank:
- Assets under management.
- Having staff with professional designations, such as a CFP or CFA.
- Working with third-party professionals, such as attorneys or CPAs.
- Average account size.
- Growth of assets.
- Years in business.
- Number of advisory clients.
- Providing advice on insurance solutions.