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The fee is billed in arrears, is negotiable and requires an account of at least $500,000.","source":"SEC FORM ADV PART 2A FIRM BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Dickmeyer Boyce Financial Management use?","answer":"Dickmeyer Boyce Financial Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $324M and Fidelity Distributors Company LLC (Smithfield, RI), with $102M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dickmeyer Boyce Financial Management have?","answer":"Dickmeyer Boyce Financial Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Dickmeyer Boyce Financial Management invest in?","answer":"At the end of its last fiscal year, Dickmeyer Boyce Financial Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 6% cash and equivalents, 4% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Dickmeyer Boyce Financial Management have a minimum investment?","answer":"Yes, Dickmeyer Boyce Financial Management’s minimum account size for its Asset Management is $500K.","source":"SEC FORM ADV PART 2A FIRM BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Dickmeyer Boyce Financial Management?","answer":"Dickmeyer Boyce Financial Management’s direct owners are David Dickmeyer, Ian Boyce and Max Dickmeyer, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dickmeyer Boyce Financial Management get paid?","answer":"Dickmeyer Boyce Financial Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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