Dover Partners
Is this your firm? Claim your profile | July 4th, 2020
Dover Partners, registered in 1989, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. Dover Partners manages $379.1 million and provides investment advisory services for 46 clients (1:16 advisor/client ratio).
Firm Information
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Dover Partners can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
| Summary | Firm |
| Overall Rating | |
| Advisors Directory | View Directory |
| Avg Advisor Years Registered | 20 |
| Minimum Investment | $1,000,000 |
| Average Client Balance | $8,241,732 |
| Total AUM | $379.1 million |
| Investment-Related Prohibition - Court | No |
| Advisor / Client Ratio | 1:16 |
| Languages Offered | Ask firm |
| Specialities | Ask firm |
| Website | Not available |
| Phone Number | Not available |
| Headquarters | Dayton, OH |
| SEC Filings | View SEC IAPD CRD #105133 |
Disciplinary History
An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.
As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Dover Partners:
Cost
Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.
Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).
Firm has not provided fee details summary.
Investment Philosophy
Firm has not provided this information.
Financial Professionals
FAQs
Where is Dover Partners headquartered? Which states do its financial advisors serve?
Dover Partners is headquartered in Dayton, OH. Dover Partners offers financial advisor services in 4 states: Florida, Indiana, Kentucky, Ohio.
What is the average client balance at Dover Partners?
While Dover Partners advises clients across a variety of portfolio sizes, the average client balance is currently $8,241,732. In total, Dover Partners manages $379,119,717 in assets.
What is the historical performance of Dover Partners?
Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.
Can I write a review of Dover Partners or file a complaint?
investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.
This automated report was generated using SEC and FINRA data and was last updated on July 4th, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.
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