Doliver Advisors, L.P.
Assets Under Management
$599.5M
Number of Clients
545
Number of Advisors
5
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$119.9M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location
6363 Woodway, Suite 763, Houston, TX, 77057