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Client-Directed Portfolio Management

Through our Client-Directed Portfolio Management program, your Dorsey & Company financial advisor will provide you with the resources necessary to make informed investment decisions, including objective advice and guidance based on your needs, goals, and current market conditions.

To ensure advice from your financial advisor is always in your best interests, our Client-Directed investment advisory program offers an innovative pricing structure where you’re charged a quarterly asset-based fee based on a percentage of the value of the eligible assets in your account. Because your financial advisor’s income is directly tied to the successful growth of your portfolio, you both have a common goal: to grow and protect your wealth.

Advisory Services are not designed for excessively traded or inactive accounts and may not be suitable for all investors.

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