Matthew Dorn
Advisor at Dorn & Co., Inc.
Updated today
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.
Firm
Dorn & Co., Inc.
Location
Fergus Falls, MN 56537-2812
Credentials
Series 63, Series 66
Industry experience
28 years
Client services
Portfolio management
Selection of other advisers
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.25%
As a registered broker/dealer, the firm and its representatives may receive commissions for securities and insurance transactions outside advisory accounts.
Account minimum: $25,000 (may be negotiable) Fee-only: Fees are charged quarterly in advance based on the tiered annualized rates; fees are negotiable.
Work history
Dorn & Co., Inc.
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Isaac V
CFP®, ChFC®, Series 63, Series 66
Fergus Falls, MN
Edward Jones
Justin S
CFP®, Series 66
Fergus Falls, MN
Edward Jones
Brent G
Series 63, Series 66
Fergus Falls, MN
Edward Jones
Justin A
CFP®, Series 66
Fergus Falls, MN
Edward Jones
Linda C
Series 63, Series 65
Fergus Falls, MN
The Cornish Group LLC dba Cornish Financial Services Group
Kathryn V
Series 66
Fergus Falls, MN
SPC
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