Dove Investment Research & Management provides financial planning, estate resolution services, and portfolio management. They also recommend and monitor third-party investment advisors when those advisors have investment options that better suit a client's needs. Dove's investment advisor representatives are also registered representatives of LPL Financial, LLC, allowing them to offer individual stocks, bonds, and mutual funds through a brokerage account.
Fee Structure
Dove Investment Research & Management charges a percentage of the assets they manage for portfolio management services. The maximum annual management fee is 2.00%, but this fee is negotiable based on factors like the amount of assets being managed and the time spent servicing the relationship. This fee does not include brokerage commissions or other related costs. They also offer access to LPL Financial advisory programs with fees ranging up to 2.65%. For participant account management services, they charge a maximum of 1.50% annually, also negotiable.