Dolcini Capital Management offers investment management on a non-discretionary basis, using stocks, bonds, mutual funds, and ETFs. For discretionary management, they recommend third-party registered investment advisors. Financial planning services include retirement, education, cash flow, estate, insurance, and tax planning, potentially involving consultations and written plans. Dolcini Capital Management may recommend other professional service providers if needed.
Fee Structure
Dolcini Capital Management may directly manage your money, with annual fees ranging from 0.5% to 2% depending on the size and complexity of the account. The fee is paid quarterly. Alternatively, Dolcini Capital Management may direct clients to third-party investment advisors and be compensated via a fee share. As an example, if Thompson Capital Management is selected as a third-party advisor, the total annual fee ranges from 1.60% to 2.40%, with Dolcini Capital Management receiving a portion of that fee.