Dorgeolis Capital LLC offers portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client. Dorgeolis Capital also offers onsite and remote coaching services, and trade instruction services that include strategies, quantitative analysis, current positioning, and risk management techniques. Dorgeolis Capital generally limits its investment advice to equities, ETFs, and commodities, although they primarily recommend ETFs and options.
Assets Under Management$2.5M
Clients13
Advisors1
Avg. per Client$190K
Avg. per Advisor$2.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 0.00% of assets under management along with a 25.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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