Barbara Doty is a CFA-designated registered investment advisor at Majority Asset Management, INC., based in Sag Harbor, NY, with 6 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Majority Asset Management's investment management fees are based on a percentage of the assets they manage. The fees are negotiated and depend on the client's circumstances, but are generally as follows:
- Equity Only Accounts:
- $1,000,000+: 1.00%
- $10,000,000+: 0.80%
- Balanced Accounts:
- $1,000,000+: 0.80%
- $10,000,000+: 0.60%
The fees are billed quarterly, in advance, based on the market value of the assets on the last day of the previous quarter. The minimum annual fee for investment management services is $3,750.
Location
Sag Harbor, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Majority Asset Management, INC.
State Registrations2 states
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