Dopkins Wealth Management works with clients to determine their investment objectives and risk profile, then designs a written investment policy. They create portfolios of mutual funds and ETFs, and may use model portfolios. Dopkins Wealth also provides advisory services to participant-directed employee retirement benefit plans, analyzing the plan's investment platform and assisting in creating an investment policy statement.
Assets Under Management$720M
Clients312
Advisors5
Avg. per Client$2.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.50% to 1.50% per year depending on the size and complexity of the client’s accounts as well as services required. Accounts exceeding $2 million may be subject to lower negotiated fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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