DeDora Capital offers investment management and financial planning services to individuals, families, and businesses. Services include portfolio management, financial planning, and corporate consulting. The firm creates investment plans based on clients' financial situations, goals, and risk tolerance, using various investment options like exchange-traded funds, mutual funds, and individual stocks. DeDora Capital also provides retirement plan services to employer plan sponsors.
Assets Under Management$490M
Clients462
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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