Eli Dollinger is a registered investment advisor at Dollinger Management INC., based in Wilsonville, OR, with 7 years of industry experience. Eli 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
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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
Dollinger Management INC.
State Registrations1 state
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