Dorn & Co. offers investment advice and portfolio management through programs offered by RBC Capital Markets. These services are typically provided by third-party money managers on a non-discretionary basis. Dorn advises clients on recommended model portfolios based on their risk profile. The firm monitors investment strategies to ensure they perform within industry benchmarks and may recommend changes if needed. Dorn also utilizes wrap fee programs sponsored by RBC, where clients pay one fee covering investment advice and transaction fees.
Assets Under Management$61M
Clients63
Advisors1
Avg. per Client$970K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Fees are negotiable and calculated on an incremental basis. Employee related accounts and certain other accounts may have lower fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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