Doncaster Wealth offers investment management and financial planning services. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning includes a full financial plan or ongoing financial planning support. A full financial plan covers financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. Ongoing financial planning includes regular updates, strategy reviews, investment analysis, and client meetings.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.20% |
| $800K - $5.0M | 0.70% |
| $5M+ | 0.40% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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