Dorset Asset Management provides ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. Dorset creates an Investment Policy Statement for each client. Dorset generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, commodities, insurance products including annuities and private placements. Clients may impose restrictions on investments.
Assets Under Management$8.8M
Clients9
Advisors1
Avg. per Client$970K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.85% |
| $2.5M - $10.0M | 1.50% |
| $10M+ | 0.95% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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