Chelsea Arb is a registered investment advisor at Dorman Financial Management, P.A., based in Maitland, FL, with 7 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 262 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dorman Financial Management's fees for managing your investments range from 0.4% to 2.0% per year, depending on your individual circumstances. These fees are calculated based on the value of your account at the end of the previous quarter and are billed quarterly in advance. The advisory fee is negotiable. Family members' accounts may be combined to determine the applicable fee.
Location
557 N. Wymore Road, Suite 201, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dorman Financial Management, P.A.
Previous Registrations
Oak Square Advisors
State Registrations1 state
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