Robert Eason is a registered investment advisor at Dorian Eason Asset Management, LLC, based in Memphis, TN, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 222 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees may be negotiated based on services to be provided and the nature and needs of the client. The firm also provides specific Fixed Income Portfolio Management services with a different fee schedule: $1,000,000 - $25,000,000: 0.50% of Assets; $25,000,000 & Above: 0.35% of Assets.
Fee Estimator
Location
6363 Poplar Avenue, Suite 107, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dorian Eason Asset Management, LLC
State Registrations1 state
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