Dirigo Investment Advisors offers investment advice tailored to clients' needs. They provide both discretionary and non-discretionary portfolio management services, and may invest assets according to model portfolios. Clients may receive complimentary financial planning. Dirigo also offers financial planning and consulting services covering various financial areas. Clients can accept or reject recommendations.
Assets Under Management$2.8M
Clients5
Advisors1
Avg. per Client$570K
Avg. per Advisor$2.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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