Dumaine Investments LLC

Assets Under Management

$204.1M

Number of Clients

141

Number of Advisors

2

Average Client AUM

$1.4M

AUM per Advisor

$102.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Dumaine Investments LLC offers tailored investment advice, discretionary and non-discretionary portfolio management, wealth advisory services for accredited clients (including private placements), and financial consulting on specific topics. They primarily serve individuals, high net worth individuals, and trusts.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.15%
$1.0M - $3.0M0.70%
$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
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

650 Poydras Street, Suite 1010, New Orleans, LA, 70130-6101

2 Advisors at this firm

Dumaine Investments Llc | TrueAdvisor