Dornbusch Asset Management provides investment advice to individuals and small businesses, focusing on stocks, bonds, mutual funds, and ETFs. Investment advice is tailored to each client's needs, goals, and risk tolerance. Clients can restrict investments in certain securities. Dornbusch Asset Management is not actively taking on new clients.
Assets Under Management$2.4M
Clients32
Advisors1
Avg. per Client$74K
Avg. per Advisor$2.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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