Dowling & Yahnke Review


Trust Score 88%
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Dowling & Yahnke, federally registered in 1987, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 16 advisors. Dowling & Yahnke manages $4 billion and provides investment advisory services for 1,163 clients (1:73 advisor/client ratio).

Dowling & Yahnke requires a $1,000,000 minimum investment and charges a blended rate between 0.85% and 0.40% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 73 clients (industry average 1:50)

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $3,531,001
Hybrid Advisor No
Disciplinary History No
Total AUM $4 billion
Advisor / Client Ratio 1:73
Headquarters San Diego, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 0.85%
$2,000,001 to $3,000,000 0.70%
$3,000,001 to $10,000,000 0.50%
$10,000,001+ 0.40%


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