Ryan Dolan is a registered investment advisor at Allstreet Wealth, based in Chicago, IL, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 128 clients with $65M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
This schedule applies to AllAUM clients. For AllPlan and AllPlan+ clients who are business owners, the investment management fee is 0.35% of AUM. For AllPlan and AllPlan+ clients who are employees, investment management is included for up to $2,000,000 and $2,500,000, respectively. Fee is not blended. Your fee will be adjusted to the corresponding tier as your AUM grows. We will make fee change reviews every other year. Fees may be negotiable in certain cases.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allstreet Wealth
State Registrations3 states
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