Dover Investment Advisory Corporation (DIAC) offers investment advisory services to individuals, trusts, and corporations. DIAC focuses on globally diversified portfolios using low-cost mutual funds and exchange-traded funds (ETFs). DIAC manages client portfolios on a fully discretionary basis, making changes without consulting the client first. DIAC does not provide financial planning services.
Assets Under Management$140M
Clients45
Advisors1
Avg. per Client$3M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3.0M - $5.0M | 0.38% |
| $5M+ | 0.25% |
Fees are not negotiable. If a termination notice is given within the first two years of the relationship, the client may be subject to a minimum fee equal to the lesser of 1% of assets under management, or $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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