Nasdaq Dorsey Wright (NDW) offers investment management services to individual investors through unaffiliated broker/dealers or investment advisory firms. NDW also provides research and subscription services, seminars, webinars, and hourly special services. Additionally, NDW offers advisory, sub-advisory, licensing, and consultant services to mutual funds, ETFs, and other financial product providers. NDW's investment management is based on technical analysis, aiming to meet each client's specific needs and goals.
Fee Structure
Dorsey Wright offers investment management services with fees based on a percentage of your portfolio's value. There are different fee schedules depending on the investment strategy used:
Equity Strategies (Growth, Aggressive Growth, Growth & Income, Large Cap Fusion, Small Cap Fusion):
- First $500,000: 1.25% per year
- Next $500,000: 1.00% per year
- Over $1,000,000: 0.75% per year
- Minimum Annual Fee: $1,250
Systematic Relative Strength Strategies (Aggressive, Core, International Core, ESG Core):
- First $500,000: 1.25% per year
- Next $500,000: 1.00% per year
- Over $1,000,000: 0.75% per year
- Minimum Annual Fee: $2,500
Systematic Relative Strength Strategies (Balanced, Global Macro):
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.85% per year
- Over $2,000,000: 0.75% per year
- Minimum Annual Fee: $2,000
Systematic Relative Strength – Focus Five Strategy and Tactical Fixed Income:
- First $1,000,000: 0.50% per year
- Next $1,000,000: 0.40% per year
- Over $2,000,000: 0.35% per year
- Minimum Annual Fee: $1,000
Moderate Risk Endowment:
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.85% per year
- Over $2,000,000: 0.75% per year
- Minimum Annual Fee: $2,000
The minimum account sizes and annual fees are negotiable.