Hanson & Doremus Investment Management provides investment advisory services, including financial planning and consulting. They build and manage customized investment portfolios for various clients, including individuals, businesses, trusts, estates, pension plans, financial institutions, and charities. The annual investment advisory fee is a percentage of the managed assets. They may also provide additional financial planning and consulting services for a negotiable hourly rate of $300.
Assets Under Management$1.1B
Clients622
Advisors10
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable and may vary based on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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