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

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10.0M - $20.0M0.60%
$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
Areas of Practice
Investment Management
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Location

12400 Wilshire Blvd., Suite 1480, Los Angeles, CA, 90025

2 Advisors at this firm

Doheny Asset Management, L.L.C. | TrueAdvisor