Dorsey Groomes Wealth Management provides financial planning and investment management services. Financial planning includes comprehensive plans, limited engagements, and hourly planning. Investment management is typically based on a financial plan, using third-party firms. Dorsey Groomes acts as a fiduciary, prioritizing client interests and disclosing conflicts of interest. Investment advice is generally limited to ETFs, mutual funds, REITs, individual stocks and bonds, and insurance products.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...