We provide investment management services on a fee-only (no commissions) basis. Our standard investment advisory fee is based on a percentage of the assets that we manage for you. The percentage begins at 1.0% per year (charged 0.25% quarterly) for the first million dollars of assets with lower percentages on assets over $1 million. Financial planning services are offered only to investment advisory clients and the fee is an additional $1,000 per year, charged $250 per quarter. Client relationships begin at a minimum of $500,000 in investable assets.
Geoff Dann founded Dann Asset Advisors in 2011 following 17 years managing equity and fixed income investments as vice president and co-portfolio manager at Lingold Associates, a private family office and registered investment advisor. Prior to Lingold, Geoff worked for five years as a sell-side equity analyst at Salomon Smith Barney and for the three prior years as a corporate attorney at Kaye Scholer LLP.
In 2020, Geoff joined the board of the Catskill Center, currently serving on the investment and finance committees. Geoff has been a member of the same committees for the New York-New Jersey Trail Conference since 2013 and 2019, respectively. Geoff also served as a trustee of the Cary Institute for ten years, leading the investment committee for most of that time.
Geoff received his BA degree magna cum laude from the University of Pennsylvania and JD degree from the New York University School of Law. In his spare time he loves spending time with his family and is an avid gardener and hiker. Geoff is a member of the Catskill 3500 Club and has hiked one-third of the Appalachian Trail over the past decade.