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Our Services

We help women retire to a life they love. This means retiring with confidence and peace of mind knowing that you can enjoy a fulfilling retirement without worry. Having a personalized plan to achieve and sustain the lifestyle you desire is critical. We will work collaboratively to create a tailored financial plan that reflects your values, goals, and finances. You will receive ongoing comprehensive Financial Planning and Investment Management services. 

Proper implementation and good decision-making are key to staying on track. We will guide you and monitor your progress, provide advice and regular reviews of your financial matters, and keep your financial plan updated.

Dorsey Wealth Management Fees

Annual Fee Schedule

Assets Under Management
Annual Fee
First $750,000
$750,000 to $1,000,000
Next $1M ($1,000,000.01 to $2,000,000)
Next $3M ($2,000,000 to $5,000,000)
Above $5,000,000

The minimum quarterly fee is $1,875

Assets Under Management is determined by adding the value of accounts held at the custodian TD Ameritrade.  The fee includes both comprehensive financial planning and investment management.  

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Dorsey Wealth Management Client Portal

Each client has a secure, password-protected Personal Client Portal that gives a complete financial picture of all of your accounts in one place, continuously updated and accessible from your computer or mobile device.

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