Dougherty Investment Advisors provides investment advice and financial planning to individuals, pension plans, trusts, estates, and businesses. They offer both discretionary and, in limited cases, non-discretionary portfolio management, tailoring advice to client needs and goals. Financial planning services cover areas like tax, insurance, estate, retirement, education, and business planning. Dougherty Investment Advisors primarily uses equity securities, corporate debt securities, exchange traded funds and mutual funds in its portfolio management programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 0.75% |
| $1M+ | 0.65% |
Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances, among others.