Dorsey Asset Management offers investment advice to individuals, high-net-worth individuals, charitable organizations, and institutions. Dorsey also manages private funds. Dorsey's services include managing investments in equities, including global equities and American Depository Receipts. Dorsey aims to manage funds and separately managed accounts similarly. Clients can request restrictions on investments based on their values.
Assets Under Management$1.3B
Clients10
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation. Some earlier clients may have more favorable fee terms.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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