Dumaine Investments is a registered investment advisor based in New Orleans, Louisiana, providing portfolio management, wealth advisory services focusing on private placements and real estate investments, and financial consulting. The firm tailors its investment advice and strategies to meet each client's specific objectives and risk tolerance, offering both discretionary and non-discretionary management. Dumaine Investments advises on a broad range of investments including stocks, bonds, mutual funds, exchange-traded funds, and real estate-related private placements like Opportunity Zone Funds and Delaware Statutory Trusts. Financial planning services may be offered complimentary as part of portfolio management or wealth advisory services. The firm primarily serves individuals, high net worth individuals, trusts, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.40% |
Fees are negotiable. Family member account values may be combined to determine breakpoints. Wealth advisory services for private placements charge an initial fee of 0.70% to 1.85% and an ongoing fee of 0.15% to 0.70%.