Joseph Dolan is a registered investment advisor at Thomas Leo Advisory, LLC, based in Minneapolis, MN, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 145 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dolan Wealth Management offers asset management and comprehensive portfolio management services. The maximum annual fee for either service is 1.00% of the value of your account. Fees are negotiable and are deducted from client accounts quarterly. If Dolan Wealth Management uses a third-party money manager, you will also pay fees to that manager.
Location
4406 Beard Ave S, Minneapolis, MN, 55410
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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
Thomas Leo Advisory, LLC
Previous Registrations
Thomas Leo Advisory, LLC
Morgan Stanley
UBS Financial Services INC.
State Registrations2 states
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