How does the advisor help clients – Key Takeaways:
Dorgeolis Capital LLC offers a variety of financial services to help clients achieve their financial goals. They provide personalized investment advice and management, as well as financial planning services to individuals, families, and businesses.
Facts and Insights
Dorgeolis Capital LLC was founded in 2005 and is based in New York City. The firm is a registered investment advisor and has over 15 years of experience in the financial industry. They are committed to providing their clients with sound financial advice and strategic investment solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
Dorgeolis Capital LLC offers a wide range of financial services to meet the individual needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Risk management and insurance services
Client Types
The firm primarily serves high-net-worth individuals, families, and businesses. They also work with institutions such as pension funds, endowments, and foundations.
Fees & Compensation
Dorgeolis Capital LLC charges a fee based on a percentage of a client’s assets under management. This fee is typically around 1% and may vary depending on the size of the account and the services provided. They do not receive commissions or sell any proprietary products, ensuring their advice is objective and in the best interest of their clients.
Background
The founder and chief investment officer of Dorgeolis Capital LLC, John Dorgeolis, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA). The firm’s team of advisors also has significant experience and expertise in financial planning and investment management.
Financial Advisor Disclosures to Know
Dorgeolis Capital LLC has a clean disciplinary record and has not faced any regulatory actions or disciplinary events in the past 10 years. They are committed to high ethical standards and always put their clients’ best interests first.