Ryan Dolan is a CFP-designated registered investment advisor at Dolan Partners LLC, based in Danville, CA, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 46 clients with $55M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fee Estimator
Location
100 School Street, Danville, CA, 94526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ryan is involved in administrative and operational tasks for two multifamily real estate holdings, Town & Country MHP, Ltd. and MHP Investors I, Ltd. This non-investment related activity takes about 10-20% of Ryan's time and occurs almost exclusively outside of regular business hours.
Employment History
Current Registrations
Dolan Partners LLC
State Registrations1 state
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