DP
DP

Dushyant Pandit

15 Years of Experience
Short Hills, NJ

Dushyant Pandit is a registered investment advisor at Dorchester Advisors LLC, based in Short Hills, NJ, with 15 years of industry experience. Dushyant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 38 clients with $74M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
38 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$73.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees negotiable for accounts over $10MM.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

830 Morris Turnpike #483, Short Hills, NJ, 07078

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Dorchester Advisors LLC
August 2010 - Present · 15 yrs 8 mos
State Registrations3 states
MINJNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.