Dorchester Advisors manages investment portfolios and provides personalized financial planning for individuals, high net worth individuals, businesses, charities, trusts, and retirement plans. Dorchester Advisors builds portfolios primarily using stocks, bonds, exchange-traded funds, mutual funds, government securities, and options, with a value-oriented investment philosophy. For clients interested in alternative investments such as commodities or hedge funds, Dorchester Advisors helps select and monitor outside managers. Financial planning services cover key goals like retirement, major expenses, cash flow, taxes, and estate planning, delivered through consultations and written plans. Dorchester Advisors tailors solutions to each client's specific circumstances and preferences, allowing restrictions on certain industries or sectors. The firm operates with a team led by Dushyant Pandit from Short Hills, New Jersey.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for accounts over $10 million are negotiable. Fees are negotiable for institutional accounts and other clients based on specific considerations.