Peter Neall is a registered investment advisor at Dorset Asset Management LLC., based in Devon, PA, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $8.8M 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 $2.5M | 1.85% |
| $2.5M - $10.0M | 1.50% |
| $10M+ | 0.95% |
Fees are generally negotiable.
Fee Estimator
Location
Devon, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dorset Asset Management LLC.
Previous Registrations
1914 Advisors
State Registrations1 state
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