Dandurand Financial Partners, LLC offers investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, corporations and other businesses. The firm develops investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Financial coaching is also available for clients without investable assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
The annual advisory fee is paid monthly in advance based on the previous month's ending account value. In determining the advisory fee, they may allow accounts of members of the same household to be aggregated.