Dovermont Wealth & Tax Solutions
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Dovermont Wealth & Tax Solutions offers financial advisory services including financial planning, portfolio management, tax planning, and insurance planning. Dovermont creates customized plans based on each client’s goals, income, family situation, risk tolerance, and time horizon. Dovermont also hosts community workshops and educational sessions about financial literacy and tax planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Minimums may be waived for clients enrolled in planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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