Doll Capital Advisors provides financial planning and portfolio management services to individuals, high net worth individuals, and charities. Financial planning includes comprehensive plans and single-issue consulting. Portfolio management is based on client goals and risk tolerance, using proprietary model portfolios. Doll Capital Advisors also recommends and monitors third-party investment advisors.
Assets Under Management$76M
Clients51
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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