Michael Dolan
Michael Dolan is a registered investment advisor at Colliers Securities LLC, based in Minneapolis, MN, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 816 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable. Envestnet and Dana wrap programs include separate program fees and third-party manager fees.
Fee Estimator
Location
90 South Seventh Street, Suite 3300, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (2)
Regulatory
December 2016Customer Dispute
December 2008Other Business Activities
Michael is a committee member and Men's League Commissioner at Town & Country Club, a private golf and social club, since January 2020. He devotes minimal time to this non-investment related activity.
Employment History
Current Registrations
Colliers Securities LLC
Colliers Securities LLC
Colliers Securities LLCBroker
Previous Registrations
Dougherty Dawkins LLCBroker
Dougherty, Dawkins, Strand & Yost IncorporatedBroker
Mabon, Nugent & CO.Broker
E. F. Hutton & Company INCBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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