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.
| 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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