Doheny Asset Management offers continuous investment management based on clients' individual needs. They develop a personal investment policy through discussions to establish goals and objectives. They manage accounts on a discretionary basis, guided by client objectives and tax considerations. The firm's investment recommendations include exchange-listed securities, over-the-counter securities, warrants, corporate debt, municipal securities, mutual funds, and U.S. government securities.
Assets Under Management$160M
Clients48
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$82M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
There are also separate fee schedules for fixed income only (0.50% on the first $5 million, 0.45% on the next $5 million, 0.40% on amounts in excess of $10 million) and tax-exempt fixed income only (0.35% annually).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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