Doyenne Wealth Advisors provides personalized financial counseling and investment advisory services to high-net-worth individuals, senior corporate executives, and their related entities. Doyenne does not receive commissions or fees from the sale of financial products. The firm's services include investment recommendations, financial planning, tax planning, insurance review, education funding, family governance, charitable giving, and retirement and estate counseling. Doyenne does not have discretionary authority but can execute trades on a client's behalf with their approval.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable for amounts over $100 million. Legacy clients, related party clients and corporate executive program clients may have lower fees and fees not calculated using the same base fee schedule and factors as described above. Doyenne often consolidates assets for accounts under the same client household for billing purposes depending on factors, including but not limited to, asset and service levels. Legacy clients are subject to a lower minimum annual fee.