DorchesterAdvisors offers investment management, financial planning, and outside investment manager selection. For investment management, they consider your financial situation to develop an asset allocation and invest accordingly. Financial planning services consider your financial goals, expenditures, cash flow needs, tax situation, and insurance needs. They may also help clients select and monitor other money managers.
Assets Under Management$74M
Clients38
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10MM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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