Richard P Doleva & Associates provides investment advice through a mutual fund program with asset allocation portfolios managed by SEI. They also offer financial planning services, including assistance with business planning, education funding, disability protection, estate planning, tax planning, and investments. They may also provide asset allocation services for external retirement plans.
Assets Under ManagementN/A
Clients264
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable based on prior relationships and related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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