Dover Investment Advisory Corporation

Fee-Only (% of Portfolio)

Dover Investment Advisory Corporation is a registered investment advisor founded in 2003 by Stuart Nagode, who is the firm's sole employee and owner. Dover Investment Advisory Corporation focuses on managing globally diversified investment portfolios for individuals, trusts, and corporations. The firm offers two core portfolio strategies: an equity strategy and a balanced strategy. Both strategies primarily use low-cost mutual funds and exchange-traded funds. Dover Investment Advisory Corporation builds client portfolios using Stuart Nagode's personal portfolio as a template, maintaining an asset allocation strategy designed to combat long-term inflation risk while managing short-term market volatility. The firm does not provide financial planning services. Instead, Dover Investment Advisory Corporation focuses exclusively on investment management, determining a high-level asset allocation target based on each client's time horizon and risk tolerance, and managing portfolios with the authority to make trades without asking first.

Assets Under Management$140M
Clients45
Advisors1
Avg. per Client$3M
Avg. per Advisor$140M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M0.50%
$3.0M - $5.0M0.38%
$5M+0.25%

Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Dover Investment Advisory Corporation - Fees, AUM & Advisors | TrueAdvisor