Facts and Insights
DORN & CO., INC. is an established financial advisory firm that has been helping clients achieve their financial goals for over 25 years. Their experienced team of advisors offers a wide range of financial services and caters to various client types. With a strong focus on transparency and client education, DORN & CO., INC. has gained a reputation as a trustworthy and reliable financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | 100 | 10 |
| 2018 | 85 | 8 |
| 2017 | 78 | 9 |
DORN & CO., INC. has consistently seen an increase in their assets under management over the years, indicating their ability to grow and manage client portfolios effectively. With a team of 10 advisors, clients can expect personalized and dedicated attention to their financial needs.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
DORN & CO., INC. offers a comprehensive list of financial services to help clients achieve their financial goals. Their team of experts is well-versed in all aspects of wealth management and can provide tailored solutions to meet the unique needs of each client.
Client Types
- High net worth individuals
- Entrepreneurs
- Business owners
- Families
- Retirees
- Youth
DORN & CO., INC. caters to a diverse range of clients, offering specialized services to each group. Whether it’s helping high net worth individuals preserve and grow their wealth or guiding young professionals towards a solid financial future, DORN & CO., INC. has the expertise and resources to effectively serve all client types.
Fees & Compensation
DORN & CO., INC. operates on a fee-based compensation model, meaning they receive a percentage of the assets they manage as their fee. This ensures that their interests are aligned with their clients’ and promotes a long-term partnership based on mutual growth and success. Clients have full transparency and understanding of the fees they are paying for the services they receive.
Background
DORN & CO., INC. was founded in 1995 by John Dorn, who remains the Principal and Chief Investment Officer of the firm. With over 35 years of experience in the financial industry, John has built a strong team of advisors and established a reputation for excellence in client service and financial expertise.
Financial Advisor Disclosures to Know
DORN & CO., INC. is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. They have no disclosures listed on their records with the Securities and Exchange Commission, further emphasizing their commitment to transparency and ethical practices.