Overview
- Headquarters
- Chicago, IL
- Total Firm Assets
- $2.0 billion
- Average High-Net-Worth Client Portfolio Size
- $15.8 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: DOYENNE WEALTH ADVISORS (2025-03-28)
· View brochure text
Latest filing: DOYENNE WEALTH ADVISORS (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $20,000,000 | 0.50% |
| $20,000,001 | $50,000,000 | 0.40% |
| $50,000,001 | $100,000,000 | 0.30% |
| $100,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $50,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $50,000 | 0.50% |
| $50 million | $220,000 | 0.44% |
| $100 million | $370,000 | 0.37% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 99.91%
- Number of High-Net-Worth Clients
- 129
- Total Client Accounts
- 740
- Non-Discretionary Accounts
- 740
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 315995
- DOYENNE WEALTH ADVISORS (2026-03-27) · View brochure text
- DOYENNE WEALTH ADVISORS (2025-03-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗