DREHER INVESTMENT SERVICES, INC.
Dreher Investment Services, Inc. is a reputable financial advisory firm that has been helping clients achieve their financial goals for over 20 years. Led by a team of experienced financial experts, the firm provides a range of financial services tailored to meet the unique needs of each individual client.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment advice
- Offers a wide range of financial services
- Utilizes a team approach to provide expertise and diverse perspectives
- Committed to helping clients achieve their financial goals
Facts and Insights
As of 2020, Dreher Investment Services, Inc. has over $500 million in assets under management and is supported by a team of 5 experienced financial advisors. The firm has a loyal client base, with many long-term relationships spanning over 10 years.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 5 |
| 2019 | $400 | 4 |
| 2018 | $350 | 3 |
Financial Services Offered
Dreher Investment Services, Inc. offers a variety of financial services to help clients reach their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, business owners, and retirees. Dreher Investment Services, Inc. understands that each client has their own unique financial situation and works to create customized plans to meet their specific needs and goals.
Fees & Compensation
Dreher Investment Services, Inc. operates on a fee-only basis, meaning they do not receive commissions from the sale of financial products. This ensures that their advice is unbiased and in the best interest of the client. The firm charges a percentage of assets under management as their fee, with fees decreasing as assets increase.
Background
Dreher Investment Services, Inc. was founded in 1998 by financial expert John Dreher. He has over 30 years of experience in the financial industry and is dedicated to providing clients with the highest level of service and expertise. The firm is based in New York City and has a strong presence in the Northeast region.
Financial Advisor Disclosures to Know
Dreher Investment Services, Inc. is a registered investment advisor and is required to disclose any potential conflicts of interest or disciplinary actions. As of 2020, there have been no disciplinary actions against the firm or its advisors. Additionally, the firm operates with a strict code of ethics and always acts in the best interest of their clients.