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Dreyfus Managed Asset ProgramSM |
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Get Started Today
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Dreyfus Managed Asset ProgramSM
is designed around your investment needs and financial goals, and
it's flexible enough to let you get started in person, on the phone
or through the mail.
With Dreyfus Managed Asset ProgramSM
and a Dreyfus Advisor, you'll receive:
- Risk Tolerance and Goal
Assessment
- Analysis of Your Current
Investments
- Personalized Asset Allocation
Plan Design
- Systematic Portfolio Review
and Rebalancing
- Valuable Fee-Based Portfolio
Management
Fee Structure
The features of Dreyfus Managed Asset ProgramSM are available for one competitive fee.
Dreyfus Managed Asset ProgramSM — Dreyfus Fund Series
(Advisory Fee Schedule) |
| Account Assets |
Actively Managed Funds Annual Net Advisory Fees |
Index Funds Annual Net Advisory Fees |
| First $100,000 |
0.75% |
0.65% |
| Next $400,000 |
0.45% |
0.35% |
| Next $500,000 |
0.35% |
0.25% |
| Assets above $1,000,000 |
0.25% |
0.15% |
Dreyfus Managed Asset ProgramSM — Mutual Fund Series
(Advisory Fee Schedule) |
| Account Assets |
Maximum Annual Net Advisory Fee |
| First $100,000 |
1.25% |
| Next $400,000 |
0.85% |
| Next $500,000 |
0.75% |
| Assets above $1,000,000 |
0.65% |
Dreyfus Managed Asset ProgramSM — Customized Investment Series
(Advisory Fee Annual Account-Level Pricing) |
| Equity Account
Assets |
Annual Advisory
Fee |
| First $250,000 |
2.25% |
| Next $250,000 |
2.00% |
| Next $500,000 |
1.75% |
| Next $4,000,000 |
1.50% |
| All assets above $5,000,000 |
1.00% |
| Fixed-Income
Account Assets |
Annual Advisory
Fee |
| Up to $500,000 |
.70% |
| $500,000 - $1,000,000 |
.65% |
| $1,000,000 - $5,000,000 |
.60% |
| Over $5,000,000 |
.50% |
Call your Dreyfus Advisor or 1-800-896-2645,
or contact
us to learn more about how Dreyfus Managed Asset ProgramSM
can help point your financial future in the right direction.
Minimum account balance for
Dreyfus Managed Asset ProgramSM Mutual Fund Series is
$25,000. Equity separate account portfolios within
the Customized Investment Series require a $100,000 minimum. Fixed-income separate accounts require a $500,000 minimum.
Investors should consider the investment
objectives, risks, charges and expenses of a fund carefully before
investing. Download
a prospectus that contains this and other information about a fund,
and read it carefully before investing.
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