Dobson Street LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. Dobson Street also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend mutual funds, ETFs and other securities to diversify portfolios.
Assets Under Management$8.3M
Clients60
Advisors2
Avg. per Client$140K
Avg. per Advisor$4.2M
Fee Structure
Dobson Street's investment management fees are based on the value of your portfolio. The specific fee schedule is detailed in the Wealth Management Agreement. You can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice.
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