Richard P Doleva & Associates is a registered investment advisor based in East Longmeadow, Massachusetts. The firm offers investment advisory services through a mutual fund asset allocation program managed by SEI Investment Management Corporation, SEI Investments Distribution Co., and SEI Private Trust Company. Richard P Doleva & Associates also provides hourly financial planning services covering areas such as business planning, children's education, disability protection, estate planning, tax planning, and investments. Richard P Doleva is additionally a Certified Public Accountant and a registered representative of Osaic Wealth, Inc.
Assets Under ManagementN/A
Clients264
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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
—
Loading...