Dorato Capital Management (DCM) manages investment accounts, mainly for individuals, using a value-based investment approach. DCM aims to balance diversification, return, and risk within a client's overall financial picture. DCM manages accounts with the ability to make trades without asking first. For clients who don't have DCM manage their investments, DCM offers investment planning advice for an hourly fee. DCM also provides tax preparation services.
Assets Under Management$140M
Clients94
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
The fee is typically 0.40% for stock portfolios and 0.20% for other assets such as mutual funds or bonds. Instead of a percentage-based fee, DCM may enter into a flat fee arrangement with a client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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