Kevin Dolan
Kevin Dolan is a registered investment advisor at Capital Group Private Client Services, INC., based in Sudbury, MA, with 29 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,638 clients with $43B 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 $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $35.0M | 0.35% |
| $35.0M - $45.0M | 0.30% |
| $45.0M - $55.0M | 0.28% |
| $55.0M - $75.0M | 0.25% |
| $75.0M - $500.0M | 0.23% |
| $500M+ | 0.20% |
In addition to the advisory fees, clients are assessed a Separately Managed Service Fee on assets invested in the respective SMA program. U.S. Equity: 0.345%, International Equity/ Global Equity: 0.385%, Core Plus Bond: 0.290%, Intermediate/ Core Bond: 0.250%, Municipal Income: 0.250%, Municipal Bond: 0.150%. For relationships below $5 million, advisory fees will be assessed based on the following schedule: 1.00% up to $1 million; 0.90% from $1 million up to $3 million; and 0.80% from $3 million up to $5 million.
Fee Estimator
Location
Sudbury, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Group Private Client Services, INC.
Previous Registrations
Capital Client Group, INC.
Capital Client Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations7 states
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