Doheny Asset Management, L.L.C.
Assets Under Management
$164.2M
Number of Clients
48
Number of Advisors
2
Avg. Portfolio per Client
$3.4M
Avg. Managed per Advisor
$82.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
12400 Wilshire Blvd., Suite 1480, Los Angeles, CA, 90025