Dobson Asset Management provides financial planning and investment management services, focusing on individuals nearing or in retirement. Dobson Asset Management designs investment portfolios based on a client's retirement goals and risk tolerance. The firm also offers general financial consulting services on an hourly basis for specific financial reviews or second opinions.
Assets Under Management$200M
Clients156
AdvisorsN/A
Avg. per Client$1.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1000K | 0.45% |
| $1M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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