Dorsey, Wright & Associates, LLC
Assets Under Management
$755.1M
Number of Clients
815
Number of Advisors
21
Average Client AUM
$927K
AUM per Advisor
$36.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nasdaq Dorsey Wright offers investment management for individual investors, research and subscription services for financial professionals and institutions, seminars, webinars, and hourly special services. Investment Management is based on technical analysis and aims to meet individual client needs. They utilize SEI for back-office functions.
Fee Structure
Investment management fees are calculated quarterly based on a percentage of assets under management. There are different fee schedules depending on the investment strategy used. For example, Equity strategies have a minimum annual fee of $1,250, while Systematic Relative Strength strategies have minimums of $2,000 or $2,500. The minimum account sizes and annual fees are negotiable. Clients also pay fees on mutual funds and ETFs held in their accounts. Research and subscription services have separate fees as described in Item 4.
Areas of Practice
Location
3300 W Leigh Street, Richmond, VA, 23230