J. Dostal Investments is a registered investment advisor based in Auburn, Washington, providing portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Founded in 1997, the firm focuses on designing and managing portfolios aimed at maximizing capital gains while maintaining reasonable risk. J. Dostal Investments utilizes a combination of fundamental research and technical metrics to select individual securities, targeting companies with sustainable competitive advantages, financial strength, and reasonable valuations. The firm manages accounts with the authority to make trades without asking first, though clients may impose specific investment objectives and guidelines. J. Dostal Investments requires a minimum investment of $50,000 to open an account, though exceptions may be made.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable based on portfolio size, complexity, and nature. Any fee over 2% may be higher than industry standards.