Doucet Asset Management, LLC

Fee-Only (% of Portfolio)

Doucet Asset Management manages investment portfolios for individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, investment advisors, corporations, and other business entities. They offer discretionary management of equity, investment company, and specialty portfolios, tailoring advice to client objectives and guidelines. Doucet Asset Management also contracts with sub-advisers for specialized investment expertise.

Assets Under Management$130M
Clients45
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$66M

Fee Structure

Investment management only (planning not offered)

Doucet Asset Management manages investment portfolios for a fee based on a percentage of your assets. The exact percentage varies depending on the specific portfolio program you choose. These programs include Doucet Value Momentum Portfolio, Doucet Value Income Portfolio, Fund Allocation Program, Doucet Opportunistic Multi-Strategy Portfolio Program, and Fixed Income Portfolio Program. The minimum investment and fee structure varies for each program. The fees cover investment advice, brokerage, custodial, and administrative services.

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Location

2 Advisors at this firm