Dorado Wealth Management LLC
Assets Under Management
$160.9M
Number of Clients
68
Number of Advisors
2
Average Client AUM
$2.4M
AUM per Advisor
$80.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dorado Wealth Management LLC provides investment advisory services tailored to each client's goals. They offer both discretionary and non-discretionary portfolio management. Clients' assets are held at Charles Schwab. They may utilize third-party investment managers (TIMs) and provide assistance in evaluating manager performance.
Fee Structure
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%. The minimum investment amount is generally $5,000 for investment management accounts and retirement accounts. IARs can impose higher account minimums. TIM fees usually range from 0.10% to 0.60% per annum and are separate from Dorado's fees.
Areas of Practice
Location
NY, United States