Adam Doty Company manages custodial accounts and provides ongoing supervision. Recommendations are tailored to each client's financial situation and risk tolerance, as outlined in their Investment Policy Statement. Clients can impose restrictions on investments based on their values, but Adam Doty Company reserves the right to end the relationship if restrictions hinder proper service. The firm does not participate in wrap fee programs.
Assets Under Management$670K
Clients2
Advisors1
Avg. per Client$340K
Avg. per Advisor$670K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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