Caroline Dougher
Caroline Dougher is a CFP-designated registered investment advisor at Aprio Wealth Management, LLC, based in Atlanta, GA, with 21 years of industry experience. Caroline 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, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Caroline is an agent with Aprio Risk Management, LLC, selling various insurance products since 2022. She dedicates time to this activity as needed.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Mercer Global Advisors INC.
Hawsgoodwin Wealth
Purshe Kaplan Sterling InvestmentsBroker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.