Deroy & Devereaux Private Investment Counsel, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
DeRoy & Devereaux manages investment portfolios for individuals, families, foundations, pension plans, and other institutional investors. The firm invests in publicly traded stocks and bonds with the goal of long-term growth and income. Services are limited to investment management.
Assets Under Management$2.6B
Clients158
Advisors9
Avg. per Client$16M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for All Cap Value and Balanced strategies. Smid Cap Value: 1.0% on the first $10M, 0.80% on the next $15M, 0.65% on the next $25M, negotiable thereafter. Fixed Income: 0.40% on the first $5M, 0.35% on the next $5M, 0.30% on the next $15M, 0.25% thereafter. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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