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:
You get a written plan detailing the steps you need to take to get to your goals.
We develop a specific saving target “your number” that is consistent with your plans.
You get a portfolio designed to fit your plans
You get ongoing portfolio management
You have access to an advisor who knows your financial situation and can act as a sounding board for your family’s financial topics
You have a fiduciary third party who can provide continuity for your financial matters.
Can I get investment advice cheaper through online services or companies like Vanguard.
Yes you can.
Like with restaurants, where you get a variety of menus, prices, and experiences, you have many choices in the financial industry. But we also know that not every restaurant is at the top of their game.
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.