Dorado Wealth Management LLC

Assets Under Management

$160.9M

Number of Clients

68

Number of Advisors

2

Average Client AUM

$2.4M

AUM per Advisor

$80.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Dorado Wealth Management LLC provides investment advisory services tailored to each client's goals. They offer discretionary and non-discretionary portfolio management. Clients' assets are held at Charles Schwab. They may use third-party investment managers (TIMs) and assist clients in selecting suitable investment portfolios.

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Loading...
Location

NY, United States

2 Advisors at this firm