Michael Foster is a CFA, CFP-designated registered investment advisor at Dolan Capital Advisors, LLC, based in Charlotte, NC, with 8 years of industry experience. Michael 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 →Employment History
Current Registrations
Dolan Capital Advisors, LLC
Previous Registrations
Dfa Securities LLCBroker
State Registrations1 state
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