Dougherty & Associates Financial Advisors, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Dougherty & Associates Financial Advisors offers personalized investment advice and portfolio management. They work with clients to determine their investment goals and risk tolerance, then develop a tailored strategy. They also offer financial consulting services on topics like risk management and investment planning. Portfolios may include stocks, bonds, mutual funds, and other investments.
Assets Under Management$380M
Clients1,069
Advisors5
Avg. per Client$360K
Avg. per Advisor$77M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...