Dorothea J. Moore – Investment Advisory provides ongoing investment management to clients based on their individual needs and goals. Dorothea J. Moore, a Chartered Financial Analyst, creates and manages portfolios using stocks, bonds, mutual funds, and exchange traded funds. While limited advice is provided on cash flow and retirement planning, the firm does not consider itself a financial planner beyond the scope of investment management.
Assets Under Management$25M
Clients28
Advisors1
Avg. per Client$880K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiated higher or lower. DJMIA may group certain related client accounts for the purposes of determining the account size and calculation of the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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