Dunhill & Company, LLC offers investment advice tailored to clients' needs and objectives. Services include discretionary portfolio management and standalone financial planning and consulting. For portfolio management clients, Dunhill provides complimentary financial planning. The firm may recommend third-party money managers and offers advice on various investments including equities, bonds, and real estate.
Assets Under Management$2.1M
Clients27
Advisors1
Avg. per Client$76K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.10% |
Fee is negotiable depending on individual client circumstances. Legacy clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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