Stephanie E. Doyle Investment Management offers investment management and planning, focusing on asset allocation to minimize risk. Investments are evaluated using fundamental analysis, considering technical and cyclical factors. The firm primarily uses mutual funds and exchange-traded funds, but may also include other securities. Investment decisions are made in line with client policies and restrictions.
Assets Under Management$8M
Clients19
Advisors1
Avg. per Client$420K
Avg. per Advisor$8M
www.yelp.com/biz/stephanie-e-doyle-investment-m... ·myaccount.google.com/u/0/b/10772699458382494806... ·www.investmentmgt.net
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. There is a separate fee schedule for accounts not held directly with the firm (primarily 401(k)s and HSAs): First $1,000,000 - 1.25%, Over $1,000,000 - 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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