Michael Dolezal
Michael Dolezal is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Mahtomedi, MN, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
12 Long Lake Drive, Suite 5, Mahtomedi, MN, 55115
Get directionsHistory
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
Michael has several business activities, including appointments related to group employer benefits, serving as an IAR for Great Valley Advisor Group, and involvement with multiple DBAs for LPL business. He also owns rental real estate and is part owner of North Point Accounting & Tax Services, LLC and North Point Advisor Group, LLC, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Princor Financial Services CorporationBroker
State Registrations9 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.
Exams
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