Steven Raymond is a registered investment advisor at Dorsey, Wright & Associates, LLC, based in Richmond, VA, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 815 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dorsey Wright offers investment management services with fees based on a percentage of your portfolio's value. There are different fee schedules depending on the investment strategy used:
Equity Strategies (Growth, Aggressive Growth, Growth & Income, Large Cap Fusion, Small Cap Fusion):
- First $500,000: 1.25% per year
- Next $500,000: 1.00% per year
- Over $1,000,000: 0.75% per year
- Minimum Annual Fee: $1,250
Systematic Relative Strength Strategies (Aggressive, Core, International Core, ESG Core):
- First $500,000: 1.25% per year
- Next $500,000: 1.00% per year
- Over $1,000,000: 0.75% per year
- Minimum Annual Fee: $2,500
Systematic Relative Strength Strategies (Balanced, Global Macro):
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.85% per year
- Over $2,000,000: 0.75% per year
- Minimum Annual Fee: $2,000
Systematic Relative Strength – Focus Five Strategy and Tactical Fixed Income:
- First $1,000,000: 0.50% per year
- Next $1,000,000: 0.40% per year
- Over $2,000,000: 0.35% per year
- Minimum Annual Fee: $1,000
Moderate Risk Endowment:
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.85% per year
- Over $2,000,000: 0.75% per year
- Minimum Annual Fee: $2,000
The minimum account sizes and annual fees are negotiable.
Location
3300 W Leigh Street, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dorsey, Wright & Associates, LLC
Previous Registrations
Dorsey, Wright & Associates, LLC
State Registrations1 state
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