Angela Dorsey is a CFP-designated registered investment advisor at Dorsey Wealth Management, LLC, based in Torrance, CA, with 14 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 36 clients with $58M 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 - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
The minimum quarterly fee is $2,500.
Fee Estimator
Contact
Angela Dorsey
Location
21250 Hawthorne Blvd., Suite 500, Torrance, CA, 90503
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Dorsey Wealth Management, LLC
Previous Registrations
Financialplanning4me, LLC
State Registrations2 states
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
Additional Information
In all our dealings with our clients, we pledge to be:Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, andaspirations when making recommendations.Professional in conduct.We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.Educational in nature.We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.Independent in compensation.We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.Committed to your success.Holistic financial planning is a process, not an event, and we commit to adjusting your plan as your life goals change.