Edward Dougherty
Edward Dougherty is a registered investment advisor at Dougherty Financial Planning, LLC, based in Tallahassee, FL, with 3 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients with $1.9M 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 | 1.25% |
Fee may be negotiable depending on client circumstances.
Fee Estimator
Location
2457 Care Drive, Ste 102, Tallahassee, FL, 32308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Edward is the owner and operator of Complex Collections LLC, managing real estate and handling finance functions for a biotechnology firm, spending about 10-20% of his time on this. He is also a minority owner of Centre Pointe Investments LLC, a real estate holding company, but spends no time on this directly.
Employment History
Current Registrations
Dougherty Financial Planning, LLC
State Registrations1 state
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