Dolan McEniry manages fixed income portfolios for various clients, including foundations, pensions, high net worth individuals, and pooled investment vehicles. Dolan McEniry focuses on credit analysis and selecting undervalued bonds. They offer strategies like Core Plus, Credit, Investment Grade, High Yield, and Short Duration, each benchmarked against specific bond indices.
Assets Under Management$13B
Clients5,920
AdvisorsN/A
Avg. per Client$2.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Standard fee is up to 0.40% for Core Plus, Credit, Investment Grade, and Short Duration strategies. The standard fee for the High Yield strategy is up to 0.60%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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