Doyle Investment Management offers investment management and financial planning services. They create investment portfolios tailored to each client's financial goals, typically using Exchange Traded Funds (ETFs). They work with individuals, families, corporations, and businesses. Dustin Doyle is the Owner and President of Doyle Investment Management.
Assets Under Management$9.1M
Clients41
Advisors1
Avg. per Client$220K
Avg. per Advisor$9.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $4.0M | 0.75% |
| $4.0M - $7.5M | 0.50% |
| $7.5M+ | 0.35% |
All fees are negotiable, and the firm may negotiate a flat fee on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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