J. Dostal Investments, Inc. aims to improve clients' portfolio performance by designing and managing portfolios for maximum capital gain with reasonable risk. They implement strategies for asset diversification and investment selection. They manage accounts on a discretionary basis, allowing them to select securities and timing transactions. Clients can specify investment objectives and guidelines. They work with individuals, pension plans, trusts, estates, charities, and businesses.
Assets Under Management$4.8M
Clients8
Advisors1
Avg. per Client$600K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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 and may be lower or waived in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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