Dartmouth Capital Advisors manages investment portfolios for various clients, including high net worth individuals, families, and institutions. Dartmouth tailors its portfolio management services to each client's investment objectives. Clients can specify restrictions on investments. Dartmouth uses quantitative models and qualitative analysis for stock selection and a bottom-up approach for fixed income.
Assets Under Management$170M
Clients15
Advisors1
Avg. per Client$11M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$3.5M
Investment management only (planning not offered)
Minimum Annual Fee:$24,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees are negotiable. There is a $2,000 per month minimum fee, which is often waived for smaller accounts. Several family and friends have all fees waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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