Dumaine Investments LLC offers investment advice tailored to clients' needs. They provide investment management, wealth advisory services for accredited clients (private placements, real estate), and financial consulting on specific topics. Investment strategies are based on each client’s financial situation. They may offer complimentary financial planning services as part of their portfolio management or wealth management services.
Assets Under Management$200M
Clients141
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.40% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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