Doty Equity Advisors provides investment management services to high-net-worth individuals. They work with clients to determine their financial goals, risk tolerance, and time horizon to create a suitable investment portfolio. Doty Equity Advisors does not participate in wrap fee programs.
Assets Under Management$37M
Clients10
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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