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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Dorchester Advisors LLC 8 years, 5 months Jul 2010 - Present
Lepercq De Neuflize/Tocqueville Securities L.P. 15 years, 6 months Jun 2003 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Dushyant Pandit

Retirement Planning and the I.C.E Folder
Published 2013-09-10 10:49:17
Key Retirement Plan Numbers
Published 2013-08-16 09:59:49
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Is it worth it to hire a financial advisor?
    I think you are asking two things: What will I get for the fees I pay an advisor and do I have a portfolio large enough to retain an advisor?Retaining an advisor will generally result in your getting an investment program in place: You will typically get a financial plan, and road map to achieve it...  (more)
    Answered Jun 2013
    India - CD - investments?
    You have focused on the high yield number. It is attractive. But you might be well off considering the costs and the risks as well. Here are some issues to consider:1) Are you an Indian Citizen? A NRI? An OCI? (It may impact the product you actually get).2) Are you investing in a CD or a CD surrog...  (more)
    Answered Jun 2013
    I have my 403b with Fidelity, and am 60 years old. I am starting a 70% work week soon, probably for the next 2-4 yrs. Fidelity is after me to put the bulk of my funds (close to $500K) into their fidelity portfolio advisory services, and have a personal?
    Your concern seems to be whether you should manage your investments yourself or retain an advisor. Here are three simple questions to ask when thinking about retaining a professional service firm: One: Do I have the time, interest and training to manage my portfolio myself? In other words CAN I do...  (more)
    Answered Jun 2013
    Is it reasonable to expect that an novice investor like me could turn $5600.00 into $45000.00 within the next 27 years?
    I realize you asked this question a while ago – but I was curious if you did make the start? As mentioned, the financial mathematics of turning $5,600 into $45,000 in 27 years implies an 8% annual return. This is not an unrealistic number looking at about 100 years of financial history.BUT, If you ...  (more)
    Answered Jun 2013
    What invest mix would you recommend for a soon to be 52 year old investing for retirement? Currently I have a mix of 70% stocks and 30% bonds (mostly high yield).....
    In general, you will find that there are two commonly used approaches to determine what the correct asset allocation for you is.One method is to use a ‘risk profiling’ questionnaire which will help you to determine how much risk you can tolerate and then craft an asset allocation to fit your risk p...  (more)
    Answered Jun 2013
    Should I invest in the stock market or mutual funds?
    When investing you might be better of thinking in terms of the types of: 1) Assets you will invest in, 2) Accounts you will use to house your assets, and 3) Strategies to pick the specific securities.When you invest, you invest in assets. For example: Cash, Bonds, Stocks, Real-estate and Commoditie...  (more)
    Answered Jun 2013
    Before I will sit down with an advisor I always ask if he/she would show me 5yrs of their personal investment statments. If they will not or can't provide them I will not waste anymore of their time. I figure that if I'm to let them choose how to invest my money I should know how they invest their
    Yes.But I also agree with the comments of the other advisors, that your needs (and hence your portfolio) might be quite different than mine....  (more)
    Answered Jul 2013
    I am an employee at a small business in Maryland. We have a 401K plan with a 3% company match. However, we only have about 15-18 investment options through American funds and all the expense ratios are 1.35-1.90. How can I find lower expense ratio options?
    I think there are two things you can do:1) See if your plan is listed on Brightscope and evaluate its competitiveness. I suspect it will look poor based on your comments. In any case, looking at comparable plans will give you some data as to how competitive your 401k plan is.2) Take this printout ...  (more)
    Answered Aug 2013
    Can you tell me a good, honest and simple book to read on investing?; it should have a sound investing startegy?
    If you still want to add to a nice reading list suggested, you could do a lot worse than joining the Warren Buffett crowd and reading The Intelligent investor by Benjamin Graham. I read it years ago, and its concepts are still germane today....  (more)
    Answered Jun 2013
    I worked for Arthur Andersen LLP (later changed to Andersen LL) for 23 years until the firm's collapse in 2002. I am now nearing the retirement age (62 in September) which was the normal retirement age for their retirement plan. I need to get in contact with the plan administrator or find out how
    CynthiaHere is a quick way to start: Go the BrightScope.com homepage. Type the name of your plan "Arthur Andersen LLP" in the search box for retirement plans. You should be able to get the name and phone of the administrator. I would call them first. There is a very good chance they will be able to...  (more)
    Answered Jun 2013
    When interviewing a financial advisor, what questions should I ask?
    When selecting a professional service provider (Lawyer, CPA, Advisor) clients generally have three questions on their mind:1) Can you address my needs and do you have the expertise and experience to do it? 2) Do you have my best interest at heart?3) Will you charge a fair fee?For Advisors, selec...  (more)
    Answered Oct 2013
    I just watched Frontline's most recent documentary on the follies of actively managed accounts. Should I put most/all of my retirement savings into passively managed funds? What about all the hidden fees that are not reported in actively managed funds?
    Managed accounts: If you have identified a specific or skilled portfolio manager or a specific investment strategy, then managed accounts may be the only viable option for you. But, finding a skilled manager or focusing on a specific investment strategy is not a simple undertaking. (Institutional in...  (more)
    Answered Jun 2013
    Savings account (stuffed mattress) vs. Index Fund? Mutual Fund? ETF? Where do I begin investing?
    Big Kudos that you are disciplined to make regular investments on an automatic basis. That is the most significant step that you could take. All the knowledge is worth little if you don’t act on it.Regarding your question about Accounts, Index funds, Mutual funds, ETF’s etc.: I have addressed this...  (more)
    Answered Jun 2013
    I Am In The Union Local 553 Raleigh NC. Trying To Access Retirement Fund Balance How Do I Get Where I Can Enter Login Name And Password. Please Help?
    Each organization’s plan is generally governed by its “Plan Documents”. These are the “rules” for what the plan can and cannot do, how to access information about the plan, what the investment choices are, who the service providers are, etc.The two ways to get the information you are seeking are ei...  (more)
    Answered Jul 2013
    How do I find out if Exelon's 401(k) permits partial in service transfers?
    Each organization’s plan is generally governed by its “Plan Documents”. These are the “rules” for what the plan can and cannot do, how to access information about the plan, what the investment choices are, who the service providers are, etc.The two ways to get the information you are seeking are ei...  (more)
    Answered Jul 2013
    How do I see my statements on line?
    I would approach it in three steps: 1) List the accounts whose statements you want to see online . 2) Get the website address / phone numbers for each of the financial companies where these accounts are housed. 3) Contact each company separately and determine if they offer online statements; if the...  (more)
    Answered Jul 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Oct 4, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Oct 4, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Dorchester Advisors LLC

      Last updated on March 31, 2017
        • $21.3M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 68
          Accounts
        • $312.7K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements