Dorfman Value Investments LLC manages investment portfolios for individuals and institutions, focusing primarily on common stocks. The firm considers factors like valuation, insider trading, industry outlook, balance sheet strength, profitability, and management vision when selecting investments. Portfolios are customized based on client needs, including risk tolerance, investment restrictions, and tax situation. The firm may also hold bonds, warrants, options, ETFs, cash, or equity short positions.
Assets Under Management$35M
Clients48
Advisors2
Avg. per Client$740K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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