Dorman Financial Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Founded in 2002 and based in Maitland, Florida, the firm tailors its services to each client's specific risk tolerance and objectives. For investment management, Dorman Financial Management offers both discretionary and non-discretionary portfolio management, primarily utilizing mutual funds alongside individual equities, bonds, and other securities. The firm also offers broad-based and consultative financial planning services. Clients can receive ongoing portfolio monitoring and rebalancing, as well as periodic reviews of their financial plans. Dorman Financial Management operates as a registered investment advisor and acts in the client's best interest when managing retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annualized fees range from 0.4% to 2.0% depending on individual circumstances and are negotiable. Fees are billed quarterly in advance.