Wealth Management Service
Having a 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 stay on track and reach your financial goals. We will guide you and monitor your progress, provide advice and regular reviews of your financial matters and keep your financial plan updated.
We help you stay on top of all aspects of your financial life and coordinate with your other professionals such as CPAs, attorneys, mortgage brokers and insurance agents as needed. We will communicate throughout the year to make sure you stay informed and on track.
Dorsey Wealth Management Fees
Annual Fee Schedule
Assets Under Management
|$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)|
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.
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.