R.H. Dinel Investment Counsel,Inc

CRD#106688
Investment Advisor Firm

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Overview

R.H. Dinel Investment Counsel,Inc operates as an advisory firm headquartered in Los Angeles, California. The firm administers $124.8 million in assets across 33 accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). R.H. Dinel Investment Counsel,Inc has a small team of one employee who is a financial advisor. R.H. Dinel Investment Counsel,Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like equities, options and bonds.

R.H. Dinel Investment Counsel,Inc administers most of its client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without needing to seek the customer's approval. It also manages two non-discretionary accounts totaling $323,635 in assets. The investment advisory firm manages about $3.8 million in assets for every customer account. An average financial advisor at R.H. Dinel Investment Counsel,Inc administers about 33 client accounts, placing it towards the middle in terms of personalization.

R.H. Dinel Investment Counsel,Inc's main office is located at 11661 San Vicente Blvd Ste 400, Los Angeles, California 90049-5112. The firm is registered to provide services to clients in the state of California.

Assets Under Management

$124.8 million

Number of Advisors

1

Disclosures

No

Office Location

11661 San Vicente Blvd Ste 400
Los Angeles, CA 90049-5112

R.H. Dinel Investment Counsel,Inc by the Numbers

Total Assets Under Management

$124.8 million

National Average: $3.7 billion
Total Number of Employees

1

National Average: 29
Total Number of Accounts

33

National Average: 2,073
Average Account Size

$3.8 million

National Average: $1.8 million

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Fee Structure

A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by the firm may include any combination of the following fee structures: asset-based or hourly. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

Unavailable

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

R.H. Dinel Investment Counsel,Inc provides services to high net worth investors, pension plans and charitable organizations. Out of its 33 accounts, R.H. Dinel Investment Counsel,Inc's biggest client type by number of accounts is high net worth investors, although it also manages money for 27 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of its customers reside abroad.

  • High-Net-Worth Individuals* - 87.1%
  • Other Individuals - 0%
  • Corporations - 9.68%
  • Charitable Organizations - 3.23%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

R.H. Dinel Investment Counsel,Inc does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA