Deer Isle Research and Management (DIRM) offers fundamental and technical analysis of life science-related securities. DIRM's primary product is written research reports covering 8-10 biotechnology companies. DIRM also offers model portfolios and custom research to meet specific client needs. DIRM focuses on companies in drug development, enabling technologies, biofuels, medical devices, diagnostics, and drug delivery technologies.
Assets Under Management$5.9M
Clients3
Advisors1
Avg. per Client$2M
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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