R.H. Dinel Investment Counsel,Inc
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Overview
R.H. Dinel Investment Counsel,Inc is an advisory company that has its headquarters in Los Angeles, California. It administers $129.0 million in assets across 30 client accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). It has a small group, including 1 financial advisor. R.H. Dinel Investment Counsel,Inc does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like stocks, bonds and options.
R.H. Dinel Investment Counsel,Inc oversees more than half of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions without requiring client authorization. It also administers two non-discretionary accounts with a total of $286,004 in AUM. The firm's average account size is $4.3 million. The typical advisor at R.H. Dinel Investment Counsel,Inc manages about 30 client accounts, making it about average in terms of personalization.
R.H. Dinel Investment Counsel,Inc's headquarters is at 11661 San Vicente Blvd Ste 400, Los Angeles, California 90049-5112. The firm is allowed to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
R.H. Dinel Investment Counsel,Inc by the Numbers
$129.0 million
1
30
$4.3 million
Fee Structure
A financial advisor's fees largely depend on which services are provided. Fees charged by R.H. Dinel Investment Counsel,Inc likely consist of any combination of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by R.H. Dinel Investment Counsel,Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with high net worth investors, pension plans and charitable organizations. Out of its 30 clients, R.H. Dinel Investment Counsel,Inc's biggest client type is high net worth investors, although it also caters to 24 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the company's clients reside abroad.
- High-Net-Worth Individuals* - 85.71%
- Other Individuals - 0%
- Corporations - 10.71%
- Charitable Organizations - 3.57%
* 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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