Dolan Fitzgerald is a registered investment advisor at Ategra Capital Management, LLC, based in Vienna, VA, with 7 years of industry experience. Dolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ategra Capital Management manages investments for its Funds and charges an asset-based investment management fee ranging from 0% to 1.00% per year. The fee is calculated in advance based on the net asset value of the Fund. The firm also receives performance-based compensation ranging from 0% to 20% of net capital appreciation, subject to a loss carryforward and a hurdle rate.
Location
8229 Boone Blvd, Suite 305, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ategra Capital Management, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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