Dover Partners INC
Assets Under Management
$508.6M
Number of Clients
33
Number of Advisors
2
Avg. Portfolio per Client
$15.4M
Avg. Managed per Advisor
$254.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Dover Partners offers investment management services to individuals, retirement plans, foundations, and endowments. Dover decides on specific investments based on a review of each client’s objectives, needs, suitability, restrictions, and general characteristics. The firm offers equity and balanced portfolios, investing in common stocks, preferred stocks, mutual funds, exchange traded funds, investment-grade corporate bonds, U.S. Government and agency securities, and investment-grade municipal bonds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable.
Fee Estimator
Areas of Practice
Location
476 Windsor Park Dr., Dayton, OH, 45459-4111