Carolyn Dolan is a CFA-designated registered investment advisor at Fiera Capital INC., based in New York, NY, with 12 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,176 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiera Capital manages investments for separately managed accounts. The fees are a percentage of the total value of your portfolio. The percentage varies depending on the investment strategy and the size of your account.
- Equity Strategies: 0.30% to 1.00% per year
- Equity-Growth Strategies: 0.30% to 1.00% per year
- Fixed Income Strategies: 0.05% to 0.75% per year
Fees are generally billed monthly or quarterly. Billing terms are negotiable.
Location
477 Madison Avenue, Suite 720, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carolyn is a director at Mutual of America, a mutual life insurance company, since 2012, dedicating minimal time. She is also a director at Market Street Trust Company, a family office, since 2013, dedicating minimal time.
Employment History
Current Registrations
Fiera Capital INC.
Previous Registrations
Samson Capital Advisors LLC
State Registrations1 state
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.