Financial Advisor Services

Our Services

We help you with your entire financial picture to reduce stress and worry, gain a sense of security, and retire with confidence and peace of mind knowing that you have a plan in place and a trusted partner to help you stay on track.

Services include Comprehensive Financial Planning and Investment Management.

Here are some questions we help you answer:

• Will I have enough money for retirement?
• How can I reduce my tax bill now and in the future?
• Am I invested properly?
• How do I prepare for retirement while saving for my kid’s college?
• What should I do with my 401(k) from a past employer?
• Should I be worrying about things I hear in the news?
• When should I start collecting Social Security?
• Should I get long-term care insurance?
• What happens if I need to start caring for my parents financially?
• How will I make sure my family is cared for if I get sick?

We have tools that can help you:

• Organize all your finances
• Determine the least amount you should be paying in taxes
• Estimate your tax liability
• Figure out how to maximize retirement contributions
• Create a budget
• View your investments, assets, insurance, and spending in one place

As our client, you will receive:

Dorsey Wealth Management Fees

Annual Fee Schedule

Assets Under Management	Annual Fee
First $1,000,000	1.00%
Next $1M ($1,000,000.01 to $2,000,000)	0.75%
Next $3M ($2,000,000 to $5,000,000)	0.65%
Above $5,000,000	0.40%

If you don’t meet our minimum of $1,000,000, we charge a flat annual fee of $10,000, which is $2,500 a quarter, until you reach $1,000,000. When investable assets exceed $1,000,000, fees are based on a percentage of assets under management.

Assets under management is determined by adding the value of accounts held at the custodian Charles Schwab.  The fee includes both comprehensive financial planning and investment management services.