Dobbins Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Dobbins Capital Management offers services including managing investment portfolios, recommending and monitoring third-party investment advisors, and creating financial plans. Dobbins Capital Management works with clients to create individualized portfolios based on their objectives, time frame, and risk tolerance. The firm also provides financial planning services to evaluate a client's financial situation, goals, and risk tolerance.

Assets Under Management$190K
Clients5
Advisors1
Avg. per Client$39K
Avg. per Advisor$190K

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)

Dobbins Capital Management offers portfolio management services where fees are based on a percentage of the value of your portfolio. The annual fee ranges from 0.50% to 2.25% and is negotiable based on the size of the account. Dobbins Capital Management also offers selection and monitoring of third-party advisors, where the annual fee is negotiable up to 2.00%.

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Location

1 Advisors at this firm