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.
Assets Under Management$510M
Clients33
Advisors2
Avg. per Client$15M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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