Daniel Dollinger
Daniel Dollinger is a CFP-designated registered investment advisor at Dollinger Management INC., based in Wilsonville, OR, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $48M 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 $125K | 1.44% |
| $125K - $750K | 1.00% |
| $750K - $1.3M | 0.85% |
| $1.3M - $1.8M | 0.80% |
| $1.8M - $2.5M | 0.75% |
| $2.5M - $3.3M | 0.70% |
| $3.3M - $4.3M | 0.65% |
| $4.3M - $5.3M | 0.60% |
| $5.3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Wilsonville, OR
Get directionsHistory
Regulatory History (1)
Regulatory
May 2021Other Business Activities
Daniel is the 100% owner of Daniel Dollinger CPA CFP, which provides payroll, bookkeeping, financial statements, and income tax services. Depending on the time of year, this firm uses up to 75% of Daniel's time.
Employment History
Current Registrations
Dollinger Management INC.
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.