Benjamin Dolan is a CFP-designated registered investment advisor at Dolan Capital Advisors, LLC, based in Charlotte, NC, with 11 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 74 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dolan Capital Advisors charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the size of your portfolio and is negotiable.
For accounts less than $6,000,000:
- First $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.80%
- Over $2,000,000: 0.60%
For accounts more than $6,000,000:
- First $1,000,000: 1.00%
- $1,000,001 - $3,000,000: 0.50%
- Over $3,000,000: 0.30%
The firm charges a minimum annual fee of $8,000 for all new clients to open an advisory account, but this may be waived or reduced.
Location
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC, 28277
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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 →Other Business Activities
Benjamin is the President of Dolan Family, Inc., a holding company, since 2015. He spends minimal time on duties including banking, payroll estimates, and other general tasks.
Employment History
Current Registrations
Dolan Capital Advisors, LLC
Previous Registrations
Davidson Capital
State Registrations1 state
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