Dushyant Pandit
Advisor at Dorchester Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Dorchester Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Short Hills, NJ 07078
Credentials
Series 63, Series 65
Industry experience
15 years
Dushyant Pandit is a financial advisor at Dorchester Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dorchester Advisors since 2010. Dorchester Advisors LLC provides discretionary investment management, financial planning, and outside money-manager selection for individuals, businesses, trusts, charities, and endowments. The firm serves a range of clients, including high-net-worth households and small pension and profit-sharing plans, using a fundamentally driven, value-oriented investment approach that emphasizes tailored portfolios and routine monitoring.
Based on Dorchester Advisors LLC
Based on Dorchester Advisors LLC
Written financial plans fees ranging from $3,500 to $10,000
$0 - $10,000,000: 1.00% annually Over $10,000,000+: Negotiable
Up to $500/hour for financial planning services; also used for selection/monitoring of other money managers
Fee-only: Financial planning services: hourly fee up to $500/hour; written financial plans typically $3,500 to $10,000 depending on complexity
830 Morris Turnpike #483
Short Hills, NJ 07078
Michigan · New Jersey · New York
Dorchester Advisors LLC
2010 - Present (16 years)
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