Dopkins Wealth Management manages investment portfolios and provides financial guidance for individuals, high-net-worth clients, trusts, and small businesses. Dopkins Wealth Management primarily builds diversified portfolios using no-load mutual funds and exchange-traded funds, focusing on low-turnover strategies from providers like Dimensional Fund Advisors. The firm generally manages accounts without asking for permission on every trade, though clients can set reasonable investment limits. Dopkins Wealth Management may also hire third-party managers to oversee specialized stock portfolios or individual bonds. Additionally, the firm offers advisory services to employee retirement plans and can evaluate employer plan oversight. Because Dopkins Wealth Management is affiliated with an accounting firm and a third-party plan administrator, clients have access to related tax and consulting services, though they are not required to use them.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees typically range from 0.50% to 1.50% depending on account size and complexity. Accounts exceeding $2 million may be subject to lower negotiated fees.