Investment management fees range from 1% to 2.5% annually, based on a sliding scale of assets under management, billed quarterly. A flat quarterly fee may be charged if more economical for the client, not exceeding 3%. Minimum investment is generally $5,000, but may be lower for retirement accounts if deemed appropriate. Third-Party Manager (TIM) fees range from 0.10% to 0.60% annually and can be higher than other management services. TIM fees are separate and subtracted from the total fee charged by Dorado.
Port Washington, NY
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