Doucet Asset Management, LLC

Fee-Only (% of Portfolio)

Doucet Asset Management provides discretionary portfolio management services for individuals, high-net-worth individuals, pension plans, trusts, and other entities. The firm offers several investment strategies, including the Doucet Value Momentum Portfolio, Doucet Value Income Portfolio, a Fund Allocation Program utilizing mutual funds and exchange-traded funds, and access to separately managed accounts. Portfolios are customized based on each client's investment objectives, risk tolerance, time horizon, and tax situation. Doucet Asset Management employs fundamental analysis and various screening tools to construct diversified portfolios across equities, fixed income, and alternative assets. The firm also acts as a sub-advisor for other registered investment advisors.

Assets Under Management$120M
Clients48
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$60M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.25% to 2.00% annually depending on the specific portfolio program selected. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Doucet Asset Management, LLC - Fees, AUM & Advisors | TrueAdvisor