Justin Dolan
Justin Dolan is a registered investment advisor at Charles Schwab & CO., INC., based in St. Augustine, FL, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
841 S. Ponce de Leon Blvd, Suite 7, St. Augustine, FL, 32084
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2014Other Business Activities
Justin's outside business activities include his wife's business (Design Your Own Home), his LLC for tax filing (Schwagustine), and board member roles at Flagler College, Home Again Saint Johns County, EPIC, and YMCA. These activities take up about 10-20% of Justin's time each.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
New England Securities Corporation
New England SecuritiesBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations32 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.