Dorian Eason Asset Management offers investment management services to individuals, endowment funds, institutions, trusts, corporations, and retirement plans. They focus on asset allocation combined with individual security analysis. The firm manages equity, fixed income, and asset allocation accounts, tailoring investment strategies to each client's needs and objectives. They build client relationships and conduct research on stocks, bonds, and mutual funds.
Assets Under Management$120M
Clients222
Advisors1
Avg. per Client$560K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees may be negotiated based on services to be provided and the nature and needs of the client. The firm also provides specific Fixed Income Portfolio Management services with a different fee schedule: $1,000,000 - $25,000,000: 0.50% of Assets; $25,000,000 & Above: 0.35% of Assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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