Dover Advisors provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, estates, and businesses. Dover Advisors works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy. They construct portfolios using ETFs, individual stocks, bonds, mutual funds, and alternative investments.
Fee Structure
Dover Advisors charges a percentage of your portfolio each year for wealth management services. The fees range from 0.30% to 1.25% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is calculated based on the market value of your investments at the end of the previous quarter. Clients may also pay additional fees to independent managers if Dover Advisors recommends using them.