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Steve Studley Email
Director - Tax Advisory Group . Dopkins and Company
Buffalo, NY
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How to contact Steve Studley
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Current Roles
Employees:
97Revenue:
$15.8MAbout
Dopkins is a fee-only investment advisor, with our fees based on a percentage of your assets that we manage. One of our investment advisors can provide you with more details. We feel a fee-based approach best aligns our interests with yours: A fee-only structure means the "cost clock" is never ticking during our conversations with you. Dopkins accepts no commissions. Fees are on a sliding scale, so as your portfolio grows, the percentage of Dopkins' fee decreases. We take a family approach to investing, typically aggregating your family's assets to determine your fees, enabling more favorable rates for all. There is no fee assessed for assets NOT under our management. Does DWM hold my portfolio for me? No. While you grant DWM Limited Power of Attorney (LPOA) to execute transactions on your behalf, you remain in control of your assets. Your individual account is held in your name at a quality custodian.Dopkins and Company Address
200 International DriveBuffalo, NY
United States