Matthew Dorn is a registered investment advisor at Dorn & CO., INC., based in Minnetonka, MN, with 28 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
601 Carlson Parkway, Suite 1050, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dorn & CO., INC.
Dorn & CO., INC.Broker
Previous Registrations
Wedbush Securities INC.Broker
Collins Stewart LLC.Broker
Pali Capital, INC.Broker
RBC Capital Markets CorporationBroker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
State Registrations16 states
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