Doliver Advisors provides investment advice through quantitative strategies and wealth management. The firm works with clients to understand their goals, risk tolerance, and financial situation to create a financial strategy. This includes asset allocation, portfolio management, retirement planning, and access to private equity opportunities. Doliver also offers cash management solutions and may use enhanced options strategies to reduce risk and increase income.
Assets Under Management$600M
Clients545
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable depending on the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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