Overview

Headquarters
Spring Hill, FL
Total Firm Assets
$141 million
Average High-Net-Worth Client Portfolio Size
$0.2 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: DOUGHERTY & ASSOCIATES, LLC ADV PART 2 BROCHURE (2026-04-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.25%
$250,001 $1,000,000 0.75%
$1,000,001 $10,000,000 0.65%
$10,000,001 and above 0.55%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,750 0.88%
$5 million $34,750 0.70%
$10 million $67,250 0.67%
$50 million $287,250 0.57%
$100 million $562,250 0.56%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
44.44%
Number of High-Net-Worth Clients
380
Total Client Accounts
414
Discretionary Accounts
414

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
142284
  • DOUGHERTY & ASSOCIATES, LLC ADV PART 2 BROCHURE (2026-04-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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