Dedicated Investment Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑based investment management and financial planning to individuals, small businesses and retirement accounts, including IRAs and employer SIMPLE plans. In addition to portfolio management, the firm’s managing member is credentialed as a CPA/CFP/EA and offers separate tax preparation and insurance services, which are billed or contracted outside the advisory agreement.
Its investment approach uses strategic asset allocation with a core‑and‑satellite structure—typically low‑cost index and ETF core holdings supplemented by selectively chosen active managers—guided by fundamental analysis and discretionary trading. The firm may also include fixed indexed annuities and indirect cryptocurrency exposure through funds as part of client solutions and uses established custodial platforms for account implementation.
Distinctive features include an operational affiliation with an accounting practice and licensed insurance activities, including the sale of certain fixed annuity products through an affiliated insurance entity, disclosures the firm notes may create conflicts of interest. The brochure also discloses a past consent order with the Pennsylvania securities regulator resulting in an administrative sanction, which the firm reports as settled and includes in its regulatory disclosures.
Client services
Expertise
Fee options
$0 - $25,000: 2.00% $25,001 - $50,000: 1.80% $50,001 - $250,000: 1.60% $250,001 - $500,000: 1.43% $500,001 - $1,000,000: 1.13% $1,000,001 - $2,500,000: 0.69% $2,500,001 - $5,000,000: 0.57% $5,000,001+: 0.50%
Account minimum: $50,000 Fee-only: Fee based only; no commissions accepted.
Main office
2024 Darby Road
Havertown PA 19083-2305
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Dedicated Insurance Advisers LLC · Dedicated Investment Advisers LLC · Steven M Clott Cpa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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