Dorman Financial Management offers personalized investment advice and financial planning to individuals and other entities. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. Dorman Financial Management offers both discretionary and non-discretionary portfolio management services. They also provide financial planning services, creating written plans to help clients achieve their financial goals.
Fee Structure
Dorman Financial Management's fees for managing your investments range from 0.4% to 2.0% per year, depending on your individual circumstances. These fees are calculated based on the value of your account at the end of the previous quarter and are billed quarterly in advance. The advisory fee is negotiable. Family members' accounts may be combined to determine the applicable fee.