How much will you cost? – Our Fees and Account Size
What are your fees and costs?
We charge 1% of assets under management and endeavor to keep your total cost of investing at or below the industry median level of fees.
We strive to keep our fee structure: streamlined, transparent and competitive.
We do not impose minimum levels for fees or account size.
What do I get for my fees?
Clients credit us for providing benefits like:
A written plan detailing the steps you need to take to get to your goals.
A specific saving target “your number” that is consistent with your plans.
A portfolio designed to fit your financial plans.
Ongoing portfolio management.
Access to an advisor who knows your financial situation and can be a sounding board for your family’s financial needs.
A fiduciary who can provide continuity for your family.
Can I get investment advice cheaper through online services or companies like Vanguard.
Yes you can.
As with restaurants, you can get a variety of menus, prices, and experiences. But you also know that not every restaurant is at the top of their game. The marketplace is similar for investment services.
At Dorchester Advisors you get an experienced (more than 30 years), credentialed (Wharton MBA) advisor who operates as a fiduciary and has deep expertise with the financial needs of successful individuals and families. All at a very competitive cost.