Stuart Nagode
Stuart Nagode is a CFA-designated registered investment advisor at Dover Investment Advisory Corporation, based in Westwood, MA, with 23 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $140M 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 $3.0M | 0.50% |
| $3.0M - $5.0M | 0.38% |
| $5M+ | 0.25% |
Fees are not negotiable. If a termination notice is given within the first two years of the relationship, the client may be subject to a minimum fee equal to the lesser of 1% of assets under management, or $5,000.
Fee Estimator
Location
5 Barlow Lane, Westwood, MA, 02090
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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
Dover Investment Advisory Corporation
State Registrations1 state
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