Dover Partners Review


Trust Score 96%
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Dover Partners, federally registered in 1989, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 3 advisors. Dover Partners manages $336.8 million and provides investment advisory services for 55 clients (1:19 advisor/client ratio).

Dover Partners requires a $1,000,000 minimum investment and charges 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 19 clients (industry average 1:50)
  • Firm has been federally registered for 29 years

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes Dover charges a flat rate fee of 0.75% and reserves the right to negotiate fees.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $6,123,762
Hybrid Advisor No
Disciplinary History No
Total AUM $336.8 million
Advisor / Client Ratio 1:19
Headquarters Dayton, OH
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
Below $+ 0.75%


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