Dorian Investment Advisory, led by Tom Dorian, creates personalized investment portfolios based on each client's goals, risk tolerance, and financial situation. Tom has extensive experience managing various investment vehicles and prioritizes diversification. The firm uses Exchange Traded Funds and mutual funds, and may include individual stocks or bonds. Clients can add conditions or guidelines to meet their needs, such as Environmental, Social & Governance standards. Dorian Investment Advisory is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
If the client’s portfolio is exclusively limited to the management of fixed income securities, the following fee schedule would apply: $1,000,000 - $25,000,000: 0.50% of Assets $25,000,000 & Above: 0.35% of Assets