Emily Dolan
Emily Dolan is a registered investment advisor at Parr Mcknight Wealth Management Group, based in Minneapolis, MN, with 12 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 613 clients with $1.1B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50.0M - $75.0M | 0.40% |
| $75.0M - $100.0M | 0.35% |
| $100M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
333 S 7th Street, Suite 2370, Minneapolis, MN, 55402
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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 →Employment History
Current Registrations
Parr Mcknight Wealth Management Group
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Neuberger Berman LLC
Neuberger Berman LLCBroker
Bisys Fund Services Limited PartnershipBroker
State Registrations1 state
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