Dumont & Blake Investment Advisors manages investment portfolios for individuals, pension and profit-sharing plans, trusts, and business entities. They manage equity, fixed income, and balanced portfolios. Clients have direct access to the firm's principals. Dumont & Blake does not act as a custodian of client assets; assets are always held at a custodian in the client’s name.
Assets Under Management$540M
Clients450
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule shown is for Equity and Balanced Accounts. Fixed Income Accounts have a different schedule: First $500K: 0.60%, Next $500K: 0.50%, Next $2M: 0.45%, Next $2M: 0.40%, Over $5M: 0.30%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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