Sarah Dolan is a CFA-designated registered investment advisor at Childress Capital Advisors, LLC, based in Houston, TX, with 8 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 146 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is up to 1.0% and can be structured as a flat percentage, tiered schedule, fixed dollar amount, or linear fee schedule depending on the client agreement.
Fee Estimator
Location
952 Echo Lane, Suite 365, Houston, TX, 77024
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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
Childress Capital Advisors, LLC
Previous Registrations
Childress Capital Advisors, LLC
Bbva Securities INC.Broker
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.
Exams
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