Dorado Wealth Management offers investment management services to individuals, corporations, and 401(k) plans. Dorado works with clients to determine their investment goals and objectives. Dorado offers both discretionary and non-discretionary portfolio management services. Dorado may also recommend unaffiliated third-party investment managers.
Fee Structure
Dorado Wealth Management charges an annual fee based on a percentage of your portfolio. This fee ranges from 1% to 2.5%, depending on the amount you invest. The fee is billed quarterly. At times, a flat quarterly fee will be charged instead of one determined solely by the per cent of assets under management when it is more economical for the client. Fixed fees will be determined on a case-by-case basis and will be fully disclosed in the client’s Investment Management Agreement Fixed fees will not exceed 3%.