Dobson Asset Management provides financial planning and investment management services on a fee-only basis. Dobson Asset Management offers advice on financial position, insurance, investments, taxes, retirement, and estate planning. Dobson Asset Management also provides investment management services to individuals and organizations.
Assets Under Management$75M
Clients64
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$75M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...