How does Dopkins charge for its services?
Dopkins is a fee-only investment advisor, with our fees based on a percentage of your assets that we manage. One of our investment advisors can provide you with more details. We feel a fee-based approach best aligns our interests with yours: • A fee-only structure means the “cost clock” is never ticking during our conversations with you. • Dopkins accepts no commissions. • Fees are on a sliding scale, so as your portfolio grows, the percentage of Dopkins’ fee decreases. • We take a family approach to investing, typically aggregating your family’s assets to determine your fees, enabling more favorable rates for all. • There is no fee assessed for assets NOT under our management.
