TrueAdvisor
TrueAdvisor
MD
MD

Michael Dolce

Edward Jones
30 Years of Experience
Allendale, MI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Dolce is a registered investment advisor at Edward Jones, based in Allendale, MI, with 30 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6261 Lake Michigan Drive, Suite D, Allendale, MI, 49401

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is self-employed as a sports official since 2006, officiating sports in Grand Rapids, MI. This requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Edward Jones
May 2024 - Present · 2 yrs 5 mos
Edward JonesBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2016 - July 2022 · 6 yrs 5 mos
Northwestern Mutual Investment Services,llc
February 2016 - July 2022 · 6 yrs 5 mos
Regulus Advisors, LLCBroker
January 2014 - July 2015 · 1 yr 6 mos
Regal Investment Advisors LLC
July 2010 - July 2015 · 5 yrs
American Portfolios Advisors, INC
October 2009 - February 2011 · 1 yr 4 mos
American Portfolios Financial Services, INC.Broker
March 2009 - December 2013 · 4 yrs 9 mos
Sagepoint Financial, INC.Broker
October 2005 - March 2009 · 3 yrs 5 mos
Sunamerica Securities, INC.Broker
June 2002 - October 2005 · 3 yrs 4 mos
Horace Mann Investors INCBroker
March 1995 - June 2002 · 7 yrs 3 mos
The Ohio CompanyBroker
July 1993 - March 1994 · 8 mos
Kent King Securities CO., INC.Broker
February 1993 - July 1993 · 5 mos
State Registrations3 states
AZMIOR
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Allendale, MI →All financial advisors in Michigan →